Trust & Security

We are committed to protecting your assets and providing a secure and reliable service.

Who regulates us

Crecer, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). We provide investment management services, including managing portfolios on behalf of our clients. Please refer to our legal page to access our regulatory filings. Additionally, our third-party administrator and recordkeeper entity, Crecer Connect LLC, provides services for employer sponsored retirement plans and complies with plan requirements set by the Department of Labor and the IRS.

Where assets are held

Our client's assets are held by Alpaca Securities, LLC, a member of FINRA and SIPC. Please refer to our legal page to access Alpaca's disclosures.

How we protect accounts

We take the security of our clients' accounts seriously. We use industry-standard encryption and multi-factor authentication on all of our systems to protect your accounts.

Fees and investment risks

We believe in a transparent and easy to understand fee structure. Fees for 401(k) plans can be found here. Fees for IRA accounts can be found here.

If you'd like more information, please contact us.