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Building 2CROWELL, WEEDON & CO.

Map pinLOS ANGELES, CA
Phone213-620-1850
NotebookSEC #801-67246
Total AUM
$1B
Employees
150
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
624 SO. GRAND AVE., SUITE 2510
LOS ANGELES
CA 90017
United States
Operating Hours
6:00 AM TO 03:30 PM
Monday - Friday
Phone
213-620-1850

ReceiptFinancials

Total AUM
$1B
Accounts
2,936
Discretionary
$530.4M
Accounts
1,334
Non-Discretionary
$513.4M
Accounts
1,602

ContactClients

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILKYLAMAMDMEMIMNMOMSMTNCNENJNMNVNYOHORPASCSDTNTXUTVAVTWAWIWV

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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