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Christopher D. Croft, Inc. (Palo Alto)


Christopher D. Croft, Inc. is a large advisory firm based in Palo Alto. It manages $129.34 million of regulatory assets for 74 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Hawaii.

Christopher D. Croft provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Christopher D. Croft: assets under management

The assets under management (AUM) of Christopher D. Croft, Inc. is $129.34 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $129.34 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.75 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Christopher D. Croft, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Palo Alto

The principal office where Christopher D. Croft, Inc. performs its advisory services is located at 513 Jackson Drive, Palo Alto, CA 94303, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-326-9160 or by fax 650-329-9163. The normal business hours are by appointment only on Monday - Friday.


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