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CRYSTAL COVE ASSET MANAGEMENT
NEWPORT BEACH, CA
(949) 359-1399
SEC #801-135864Total AUM
$135.2M
Employees
2Clients
91Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
620 NEWPORT CENTER DRIVE
SUITE 1100
NEWPORT BEACH
CA 92660
United States
SUITE 1100
NEWPORT BEACH
CA 92660
United States
Operating Hours
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Phone
(949) 359-1399
Other Offices
2
Financials
Total AUM
$135.2M
Accounts
280Discretionary
$135.1M
Accounts
277Non-Discretionary
$109.4K
Accounts
3
Clients
Individual Clients
47AUM
$13.8M
HNW Individual Clients
35AUM
$110.7M
Pension/Profit Sharing Plan Clients
4AUM
$6.3M
Charitable Organization Clients
4AUM
$4M
Corporation or Business Clients
1AUM
$487.7K
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
SRO Discipline/Expulsion/SuspensionSRO False Statement Finding
State Registrations
CATX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.