Overview
Assets Under Management: $220 million
High-Net-Worth Clients: 29
Average Client Assets: $7 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.85
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 65
Discretionary Accounts: 65
Regulatory Filings
CRD Number: 309749
Last Filing Date: 2025-02-26 00:00:00
Website: https://crownoakadvisors.com