Craftwork Capital LLC
Craftwork Capital LLC (CRD# 311626) is a financial advisory firm headquartered in , . They manage $31,708,456 in 117 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management32MILLION
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Total Number of Accounts117ACCOUNTS
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Average Account Value$271,012
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, DC, MD, TX, VA
Ross Anderson (CRD# 5483452) is an Investment Advisor Representative working at Craftwork Capital LLC in Fairfax, VA and has over 14 years of experience in the finance industry. Ross Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Daniel Messeca (CRD# 5848730) is an Investment Advisor Representative working at Craftwork Capital LLC in Fairfax, VA and has over 12 years of experience in the finance industry. Daniel Messeca has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Matthew Trogdon (CRD# 7116193) is an Investment Advisor Representative working at Craftwork Capital LLC in Washington, DC and has over 3 years of experience in the finance industry. Matthew Trogdon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.