Company Overview
- Headquarters
- 19 W Main St, Ashland OH
- Website
- crosbyadvisory.com
- Phone
- (855) 496-****
- Employees
- 6
- Founded in
- 2011
- Industry
- Financial Services
- NAICS Codes
-
52 - Finance and Insurance523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities5239 - Other Financial Investment Activities
- SIC Codes
-
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services628 - Services Allied With The Exchange of Securities Or Commodities
Financials & Stats
Revenue
$5B
Who is Crosby Advisory Group
Crosby Advisory Group, Inc. is a small, registered investment advisor firm headquartered in Ashland, Ohio. With three employees, the firm manages a revenue of $2.5 million. Crosby Advisory Group provides investment management and strategic wealth planning services tailored to each client's individual needs and circumstances. Their primary focus is on providing unbiased financial advice aimed at achieving long-term investment results. The firm distinguishes itself by its flexibility and adaptability, developing investment plans to generate passive income, accumulate long-term wealth, and protect assets. They consider each client's risk tolerance, investment timeframe, personal saving goals, economic conditions, and income goals when crafting a plan. Clients can connect with Crosby Advisory Group through their website at crosbyadvisory.com. As a fee-based advisor, their incentives are aligned with their clients' success.
Company Leadership
Crosby Advisory Group Tech Stack
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