Insights

Niche expertise Independent, employee-controlled firm specializing in preferred securities presents a deep, defendable niche. Potential sales angle: expand institutional service offerings and cross-sell related fixed-income analytics, risk monitoring, and customized governance solutions to insurers and funds seeking preferred exposure.

Asset scale Smaller firm with 11-50 employees and revenue in the mid millions. Growth opportunities exist in scalable tech-enabled portfolio analytics, workflow automation, and outsourced CIO style services to increase efficiency and compete for larger mandates.

Longstanding track record Founded in 1983 and among the oldest managers of preferred securities. Use case for client win stories and due diligence assets; propose due diligence support, market intelligence briefs, and client-ready performance reporting enhancements.

Tech footprint Visible reliance on WordPress, Elementor, and standard security tools. Opportunity to offer modern investor portal, data visualization, and secure data integration with custodians and fund administrators to enhance client experience and compliance.

Competitive context Peers range from global giants to specialized firms with large revenue brackets. Position as a high-touch, specialized partner for bespoke preferred securities strategies, risk management, and fund administration support to differentiate and win selective mandates.

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Flaherty & Crumrine Incorporated Tech Stack

Flaherty & Crumrine Incorporated uses 8 technology products and services including WordPress, Swiper, jQuery Migrate, and more. Explore Flaherty & Crumrine Incorporated's tech stack below.

WordPress
Content Management System
Swiper
Javascript Libraries
jQuery Migrate
Javascript Libraries
Elementor
Page Builders
Really Simple SSL & Security
Security
X-XSS-Protection
Security
Adobe Fonts
Web Fonts
Apache HTTP Server
Web Servers

Flaherty & Crumrine Incorporated's Email Address Formats

Flaherty & Crumrine Incorporated uses at least 2 format(s):

Flaherty & Crumrine Incorporated Email Formats	Example	Percentage
Last@pfdincome.com	Doe@pfdincome.com	100%
First.Last@flaherty-crumrine.com	John.Doe@flaherty-crumrine.com	57%
FLast@flaherty-crumrine.com	JDoe@flaherty-crumrine.com	14%
FirstLast@flaherty-crumrine.com	JohnDoe@flaherty-crumrine.com	15%
F.Last@flaherty-crumrine.com	J.Doe@flaherty-crumrine.com	14%

Frequently Asked Questions

What is Flaherty & Crumrine Incorporated's phone number?

You can contact Flaherty & Crumrine Incorporated's main corporate office by phone at

+1-626-795-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Flaherty & Crumrine Incorporated's official website and social media links?

Flaherty & Crumrine Incorporated's official website is flaherty-crumrine.com and has social profiles on LinkedIn.

How much revenue does Flaherty & Crumrine Incorporated generate?

As of July 2026, Flaherty & Crumrine Incorporated's annual revenue is estimated to be $10M - $25M.

What is Flaherty & Crumrine Incorporated's NAICS code?

Flaherty & Crumrine Incorporated's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Flaherty & Crumrine Incorporated have currently?

As of July 2026, Flaherty & Crumrine Incorporated has approximately 11 employees across 1 continents, including North America. Key team members include Vice President: B. S.Senior Vice President: C. R.Director, And Vice President: R. C.. Explore Flaherty & Crumrine Incorporated's employee directory with LeadIQ.

What industry does Flaherty & Crumrine Incorporated belong to?

Flaherty & Crumrine Incorporated operates in the Investment Management industry.

What technology does Flaherty & Crumrine Incorporated use?

Flaherty & Crumrine Incorporated's tech stack includes WordPressSwiperjQuery MigrateElementorReally Simple SSL & SecurityX-XSS-ProtectionAdobe FontsApache HTTP Server.

What is Flaherty & Crumrine Incorporated's email format?

Flaherty & Crumrine Incorporated's email format typically follows the pattern of Last@pfdincome.com. Find more Flaherty & Crumrine Incorporated email formats with LeadIQ.

When was Flaherty & Crumrine Incorporated founded?

Flaherty & Crumrine Incorporated was founded in 1983.

Flaherty & Crumrine Incorporated

Q: What technology does Flaherty & Crumrine Incorporated use?

Flaherty & Crumrine Incorporated's tech stack includes Swiper, X-Content-Type-Options, Really Simple SSL & Security, oEmbed, Microsoft IIS.

Q: What is Flaherty & Crumrine Incorporated's NAICS code?

Flaherty & Crumrine Incorporated's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementCalifornia, United States11-50 Employees

Flaherty & Crumrine Incorporated is an independent, employee-controlled investment adviser specializing in the management of preferred securities. Based in Pasadena, California, the firm has been operating since 1983 and serves institutional clients such as insurance companies and other institutions, as well as open-end and closed-end funds, leveraging its long-standing expertise in this asset class. The company positions itself within the investment management industry as one of the oldest and most experienced firms focused on preferred securities, with a history of managing a range of funds including its first closed-end fund more than two decades ago. Its structure emphasizes independent oversight and sustained focus on its niche, aiming to provide specialized investment management for its clients.