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Building 2CROWN OAK ADVISORS

Map pin
Phone510-244-4685
NotebookSEC #801-128309
Total AUM
$235.6M
Employees
2
Clients
54

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
7 AM - 5 PM PST
Monday - Friday
Phone
510-244-4685
Other Offices
1

ReceiptFinancials

Total AUM
$235.6M
Accounts
73
Discretionary
$235.6M
Accounts
73
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
24
AUM
$7.5M
HNW Individual Clients
30
AUM
$228.1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALAUT

HandshakeAffiliates

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

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