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CROW FINANCIAL ADVISORS
8210 Louisiana Blvd Ne
Suite B
Albuquerque, New Mexico 87113
Tel: 505-243-2281
About CROW FINANCIAL ADVISORS
CROW FINANCIAL ADVISORS, formally registered with the SEC as CROW FINANCIAL ADVISORS. The firm was established in 04/19/2021. They have over 1 offices throughout the country.
CROW FINANCIAL ADVISORS is a Albuquerque, New Mexico based Financial Planning firm with nearly $130,306,523 assets under management, offering retirement planning & investment advisory services to 574 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 114077 |
| SEC# | 801-120860 |
| Assets Managed by Firm | $130,306,523 |
| No. of Clients | 574 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Other (PLAN ADVISEMENT)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 574 | $130,306,523 |
| Individuals (other than high net worth individuals) | 242 | $52,604,368 |
| High net worth individuals | 36 | $77,480,796 |
| Charitable organizations | 2 | $221,359 |
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|---|---|---|---|
| $41,832,394,631 | 750 | 202 | |
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