Overview
Assets Under Management: $144 million
Headquarters: ALBUQUERQUE, NM
High-Net-Worth Clients: 40
Average Client Assets: $2.2 million
Frequently Asked Questions
CROW FINANCIAL ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #114077), CROW FINANCIAL ADVISORS is subject to fiduciary duty under federal law.
CROW FINANCIAL ADVISORS is headquartered in ALBUQUERQUE, NM.
CROW FINANCIAL ADVISORS serves 40 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, CROW FINANCIAL ADVISORS offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
CROW FINANCIAL ADVISORS manages $144 million in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, CROW FINANCIAL ADVISORS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.09%
Average Client Assets: $2.2 million
Total Client Accounts: 582
Discretionary Accounts: 582
Regulatory Filings
CRD Number: 114077
Filing ID: 1962243
Last Filing Date: 2025-03-28 15:35:00