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Building 2CROWN CAPITAL SECURITIES, L.P.

Map pinORANGE, CA
Phone714-547-9481
NotebookSEC #801-57663
Total AUM
$1.2B
Employees
164
Clients
5,644

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
725 TOWN & COUNTRY ROAD
SUITE 530
ORANGE
CA 92868
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
714-547-9481
Other Offices
93

ReceiptFinancials

Total AUM
$1.2B
Accounts
5,654
Discretionary
$144.9M
Accounts
448
Non-Discretionary
$1.1B
Accounts
5,206

ContactClients

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Individual Clients
5,320
AUM
$791.2M
HNW Individual Clients
182
AUM
$339.5M
Banking Clients
1
AUM
$9.1M
Pension/Profit Sharing Plan Clients
87
AUM
$56.4M
Charitable Organization Clients
27
AUM
$9.1M
Corporation or Business Clients
27
AUM
$17.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDEFLGAHIIAIDILINKSKYLAMAMDMIMNMOMSMTNCNDNENJNMNVNYOHOKORPASCTNTXUTVAWAWI

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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