CROWELL, WEEDON & CO.
Total AUM
$1B
Employees
150Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
624 SO. GRAND AVE., SUITE 2510
LOS ANGELES
CA 90017
United States
LOS ANGELES
CA 90017
United States
Operating Hours
6:00 AM TO 03:30 PM
Monday - Friday
Monday - Friday
Phone
213-620-1850
Financials
Total AUM
$1B
Accounts
2,936Discretionary
$530.4M
Accounts
1,334Non-Discretionary
$513.4M
Accounts
1,602
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
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Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.