Overview
Assets Under Management: $697 million
Headquarters: ORANGE, CA
High-Net-Worth Clients: 176
Average Client Assets: $1.4 million
Frequently Asked Questions
CROWN CAPITAL SECURITIES, L.P. 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 #6312), CROWN CAPITAL SECURITIES, L.P. is subject to fiduciary duty under federal law.
CROWN CAPITAL SECURITIES, L.P. is headquartered in ORANGE, CA.
CROWN CAPITAL SECURITIES, L.P. serves 176 high-net-worth clients according to their SEC filing dated March 30, 2018. View client details ↓
According to their SEC Form ADV, CROWN CAPITAL SECURITIES, L.P. offers financial planning and portfolio management for individuals. View all service details ↓
CROWN CAPITAL SECURITIES, L.P. manages $697 million in client assets according to their SEC filing dated March 30, 2018.
According to their SEC Form ADV, CROWN CAPITAL SECURITIES, L.P. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 176
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.39%
Average Client Assets: $1.4 million
Total Client Accounts: 2,774
Discretionary Accounts: 172
Non-Discretionary Accounts: 2,602
Regulatory Filings
CRD Number: 6312
Filing ID: 1198968
Last Filing Date: 2018-03-30 16:48:00