RS Crum, Inc. Company Profile, Contacts & Intelligence

Financial Services4 Upper Newport Plaza7 employeesFounded 1976
4 contacts with email or phone data4 with email data2 with phone data
View verified contacts Compare competitors
Employees
7
Company source estimate
Reachable Contacts
4
Visible contacts with email or phone data
Contacts With Email
4
4 of 4 visible contacts
Departments
3
Mapped contact coverage

RS Crum, Inc. Overview

Founded over 40 year's ago, RS Crum is a fee-only financial planning and investment management firm located in Newport Beach, California, specializing in providing objective financial advice to help clients manage, grow, and protect their assets during their working lives and through retirement. The RS Crum team is composed of highly-educated and experienced professionals devoted to the highest standards of client service and include four Certified Financial Planners®. Our personalized approach allows clients to look to us for much more than investment advice. As fiduciary consultants, we prefer to serve our clients – not sell to them.

Headquarters
4 Upper Newport Plaza
Website
rscrum.com
Industry
Financial Services
Founded
1976
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
Retirement Planning Tax Efficiency Business Exit Planning Estate Planning Coordination Life/Transition Consulting Philanthropic Giving Financial Education Cash/Debt Management Risk Management Coordination Social Security Strategies Family Welath Counseling

RS Crum, Inc. Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

4 contacts with contact data
4 with email data and 2 with phone data in the visible sample.
3 departments represented
Visible contacts with email or phone data are mapped to these departments.
3 company-domain emails
Visible contacts using RS Crum, Inc.'s company email domain.
General
2
Executive
2
Sales
1

RS Crum, Inc. People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

L
Lynne Behunin
Operations Manager at Rs Crum, Inc.
EP
S
Suzie Geiger
Client Service Associate at Rs Crum
E
M
Mark Rylance
President @ Rs Crum, Inc. - Cfp, Wealth
E
E
Eric Papa, Cfp®
Senior Associate Advisor at Rs Crum
EP

RS Crum, Inc. Workforce Composition

Seniority breakdown across 6 visible profiles.

Executive
1
Director
1
Manager
1
Senior / Lead
1
Individual contributor
1
Associate / junior
1

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