Craftwork Capital LLC

Craftwork Capital LLC (CRD# 311626) is a financial advisory firm headquartered in Alexandria, VA. They manage $54,089,880 in 269 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
201 N. Union St, Suite 110, Alexandria, VA 22314
https://www.checkyourbalances.com/
By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    269
    ACCOUNTS
  • Average Account Value
    $201,078
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, FL, IL, MD, NC, NY, PA, TX, VA

Financial Advisors at Craftwork Capital LLC
Showing 1 - 3 of 3 top financial advisors.
1
Ross Anderson, financial advisor Alexandria VA
Ross S. Anderson
CRD#: 5483452
201 N. Union St, Suite 110, Alexandria, VA 22314

Ross Anderson (CRD# 5483452) is an Investment Advisor Representative working at Craftwork Capital LLC in Alexandria, VA and has over 15 years of experience in the finance industry.

2
Daniel Messeca, financial advisor Alexandria VA
Daniel S. Messeca
CRD#: 5848730
201 N. Union St, Suite 110, Alexandria, VA 22314

Daniel Messeca (CRD# 5848730) is an Investment Advisor Representative working at Craftwork Capital LLC in Alexandria, VA and has over 13 years of experience in the finance industry.

3
Matthew Trogdon, financial advisor Washington DC
Matthew Trogdon
CRD#: 7116193
Washington, DC

Matthew Trogdon (CRD# 7116193) is an Investment Advisor Representative working at Craftwork Capital LLC in Washington, DC and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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