Crowell Roberts Investment Counsel
Crowell Roberts Investment Counsel (CRD# 109782) is a financial advisory firm headquartered in Laguna Beach, CA. They manage $14,950,000 in 36 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management15MILLION
Total Number of Accounts36ACCOUNTS
Average Account Value$415,278
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses