RIA Intel›Advisers›Arizona›CRB STRATEGIC SERVICES LLC

CRB STRATEGIC SERVICES LLC

Advisory

AZ

Data as of May 21, 2026 · Source: SEC Form ADV

Rank in AZ

#353

of 387 advisers by AUM

Average account

$268K

across 218 accounts

AUM per adviser

$59M

1 advisers

Source: SEC Form ADV. Figures as filed May 21, 2026.

Total AUM

$59M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$59M

Discretionary AUM$8M

Non-Discretionary AUM$51M

Discretionary %13.2%

Total Clients57

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, CA, CO, PA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

57 clients

27 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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FLEMING FINANCIAL SERVICES, INCORPORATED

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EMBARK WEALTH MANAGEMENT, LLC

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