Capital Resource Management - Crunchbase Company Profile & Funding

Overview

Capital Resource Management

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

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About Capital Resource Management

CB Rank

1256586

Capital Resource Management specializes in investment management and planning, insurance protection planning, and estate planning.

Founded

obfuscation

Private

San Diego, California, United States

1-10

www.crmfinancial.com

Consulting

Financial Services

Professional Services

Wealth Management

Details

Legal Name

Capital Resource Management, Inc

Operating Status

Active

Company Type

For Profit

Founders

Fred Vaught

Phone Number

1 (760) 489-9878

Contact Email

kurt@crmfinancial.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Management and Planning

Service to develop and implement investment strategies tailored to individual risk profiles to help grow and preserve wealth.

Insurance Protection Planning

Service to design and implement insurance strategies to protect clients against financial risks such as disability, long-term care, death, or forced retirement.

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Financials

Market Intelligence

People

View Profiles & Contacts

Headcount

1-10

Contacts

News

Technology

View Tech Report

IT Spend

$81.5K

This year,

Capital Resource Management

is projected to spend

$81.5K

on IT, according to Aberdeen.

Interest Signals

Topic	Surge Score
AI-Generated Answers	98
WhatsApp	87
Generative AI API	87

Actively Used Products

Capital Resource Management

uses

technology products and services including

HTML5

Adobe Fonts

, and

Google Tag Manager

, according to G2 Stack.

Active Website Tech Count

Capital Resource Management

is actively using

technologies for its website, according to BuiltWith. These include

Viewport Meta

IPhone / Mobile Compatible

, and

SSL by Default

Lists Featuring This Company

Wealth Management Companies With Fewer Than 100 Employees (Top 10K)

9,877 Number of Organizations • $9.9B Total Funding Amount • 2,236 Number of Investors

Wealth Management Companies (Top 10K)

9,779 Number of Organizations • $239.2B Total Funding Amount • 3,898 Number of Investors

California Wealth Management Companies

2,183 Number of Organizations • $17.4B Total Funding Amount • 725 Number of Investors

San Diego Companies With More Than $1M in Revenue

8,498 Number of Organizations • $98.6B Total Funding Amount • 3,708 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

Capital Resource Management

's headquarters?

Capital Resource Management

is located in

San Diego, California, United States

Who are

Capital Resource Management

's competitors? Alternatives and possible competitors to

Capital Resource Management

may include

Creative Planning

Charles Schwab

, and

Fidelity Investments