Crow Financial Advisors Ltd. Co (Albuquerque)

Name: Crow Financial Advisors Ltd. Co
Address: 8210 Louisiana Blvd Ne, Albuquerque, NM, 87113
Telephone: 505-243-2281

Crow Financial Advisors Ltd. Co is an adviser based in Albuquerque. It manages $31.62 million of regulatory assets for 220 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of New Mexico.

Crow Financial Advisors Ltd provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Crow Financial Advisors Ltd: assets under management

The assets under management (AUM) of Crow Financial Advisors Ltd. Co is $31.62 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $31.62 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $143.72 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Crow Financial Advisors Ltd. Co for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Crow Financial Advisors Ltd. Co

Thomas Andrew Crow has been acting as President since 1 Jan 2009. John Patrick Poet joined the executive team most recently as the Investor.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Vicki Lynn Crow	Chief compliance officer	1 Jul 2004	Other	4956093
Thomas Andrew Crow	President	1 Jan 2009	Other	4297550
John Patrick Poet	Investor	1 Jan 2009	Other	5778922
Inc. Lantz	Investor	1 Jan 2009	Other	74-2679155
Torka Sue Poet	Investor	1 Jan 2009	Other	5779532
James E Campbell	Investor	1 Jan 2009	Other	5779562

Based in Albuquerque

The principal office where Crow Financial Advisors Ltd. Co performs its advisory services is located at 8210 Louisiana Blvd Ne, Albuquerque, NM 87113, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 505-243-2281 or by fax 505-243-0473. The normal business hours are 8:00 am-4:00 pm on Monday - Friday. You can find more information about the New York firm at www.crowfa.com.