CRB STRATEGIC SERVICES LLC

CRB STRATEGIC SERVICES LLC is an SEC-registered investment adviser (CRD 327156). Regulatory assets under management: $58.5M.

Registration

• CRD: 327156
• Type: Registered investment adviser
• Phone: 602-435-2677
• Latest filing: 2026-05-21
• Regulatory AUM: $58.5M
• Discretionary AUM: $7.7M
• Non-discretionary AUM: $50.8M
• Clients: 2
• Accounts: 218

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327156 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search