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Craft Asset Management

Headquartered in TAMPA, FL

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Firm Information

Craft Asset Management is a registered investment advisor based in TAMPA, FL. They specialize in providing financial planning and portfolio management services to individuals and high-net-worth individuals. Craft Asset Management manages approximately $83.5 million in assets for 542 clients. The firm has 6 licensed agents and 7 investment advisor representatives.

Craft Asset Management

615 CHANNELSIDE DRIVE

TAMPA, FL 33602

$83.50M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (7)

CRAFT ASSET MANAGEMENT has a total of 7 branch locations across the country.
location

Clarkston, MI

location

TAMPA, FL

location

Lebanon, TN

location

Herndon, VA

location

Tampa, FL

location

Mount Juliet, TN

location

Nashville, TN

Advisors at Craft Asset Management

View All 7 Advisors
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Nishann C Lanata

RA

TAMPA, FL

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William Thomas Hedgpeth

RA

TAMPA, FL

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Jeff Michael Doan

CFP®, RA

TAMPA, FL

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Michael Manna

RA

Nashville, TN

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William Edward Hennum

RA

TAMPA, FL

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Evan Andrew Chiarenzelli

RA

TAMPA, FL

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William P Hallmann

RA

Clarkston, MI

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Disclosures

There are no public disclosures for Craft Asset Management.

Frequently Asked Questions (8)

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