Croft Leominster Inc is a large advisory firm based in Baltimore. It manages $616.82 million of regulatory assets for 242 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Maryland, and Virginia.
Croft Leominster provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Croft Leominster Inc is $616.82 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 51% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Croft Leominster 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.
Kent Gordon Croft has been acting as President since 1 May 1988. Christina Lee Walters joined the executive team most recently as the Chief Compliance Officer.
The principal office where Croft Leominster Inc performs its advisory services is located at The Canton House, Baltimore, MD 21202, 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 410-576-0100 or by fax 410-576-8232. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at croftleo.com.