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Building 2CROW FINANCIAL ADVISORS

Map pinALBUQUERQUE, NM
Phone505-243-2281
NotebookSEC #801-120860
Total AUM
$143.7M
Employees
3
Clients
272

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8210 LOUISIANA BLVD NE
SUITE B
ALBUQUERQUE
NM 87113
United States
Operating Hours
8:30 AM-4:00 PM
Monday - Friday
Phone
505-243-2281

ReceiptFinancials

Total AUM
$143.7M
Accounts
582
Discretionary
$143.7M
Accounts
582
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
230
AUM
$55.7M
HNW Individual Clients
40
AUM
$87.8M
Charitable Organization Clients
2
AUM
$208.5K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PLAN ADVISEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
COILNM

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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