Eric
Papa

Rs Crum Inc

CRD#7208140
Investment Advisor
in Newport Beach, CA

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About this Advisor

Eric Papa is a financial advisor based in Newport Beach, California, working with Rs Crum Inc. Eric has previously held positions at Formulafolio Investments, University Of California, Santa Barbara, Santa Barbara City College, Geissler Building Care, Forumulafolio Investments, Wealth Coast Wealth Management, Rs Crum, Inc, and Wcm Investment Management. Eric has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California. Currently, Eric is part of Rs Crum Inc, which operates out of Newport Beach, California. The firm has 8 employees and manages assets totaling $617.0 million. Rs Crum Inc serves high-net-worth clients and offers services such as financial planning services and portfolio management for individuals and small businesses. The fee structure at Rs Crum Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

4 Upper Newport Plaza Drive Suite 201
Newport Beach, CA 92660

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Rs Crum Inc Brokerage Details

Total Assets Under Management

$616,982,377

CA Average: $7,578,581,321
Total Number of Employees

8

CA Average: 43
Total Number of Accounts

952

CA Average: 3,727
Average Account Size

$648,091

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Eric Papa Work History

2024 - Present (1 year)

Rs Crum, Inc

2022 - 2024 (2 years)

Wealth Coast Wealth Management

2019 - 2022 (3 years)

Forumulafolio Investments

2018 - 2018 (< 1 year)

Formulafolio Investments

2017 - 2019 (2 years)

University Of California, Santa Barbara

2017 - 2018 (1 year)

Geissler Building Care

2015 - 2017 (2 years)

Santa Barbara City College

2014 - 2016 (2 years)

Wcm Investment Management

Disclosures

Please visit the SEC profile of Eric Papa to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Rs Crum Inc

Eric Papa
Newport Beach, CA
Jon Theriault
Newport Beach, CA
Douglas Jankowski
Newport Beach, CA
Mark Rylance
Newport Beach, CA
Daniel Sexton
Newport Beach, CA

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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