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CROWN CAPITAL SECURITIES, L.P.
725 Town & Country Road
Suite 530
Orange, California 92868
Tel: 714-547-9481
About CROWN CAPITAL SECURITIES, L.P.
CROWN CAPITAL SECURITIES, LP, formally registered with the SEC as CROWN CAPITAL SECURITIES, LP. The firm was established in 07/05/2000. They have over 94 offices throughout the country.
CROWN CAPITAL SECURITIES, L.P. is a Orange, California based Financial Planning firm with nearly $1,223,108,240 assets under management, offering retirement planning & investment advisory services to 5654 clients. The firm is staffed with 164 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 6312 |
| SEC# | 801-57663 |
| Assets Managed by Firm | $1,223,108,240 |
| No. of Clients | 5654 |
| No. of Advisors | 164 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5654 | $1,223,108,240 |
| Individuals (other than high net worth individuals) | 5320 | $791,184,004 |
| High net worth individuals | 182 | $339,514,406 |
| Pension and profit sharing plans | 87 | $56,380,483 |
| Charitable organizations | 27 | $9,060,568 |
| Corporations or other businesses | 27 | $17,896,245 |
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