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.
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 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Thomas Andrew Crow has been acting as President since 1 Jan 2009. John Patrick Poet joined the executive team most recently as the Investor.
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.