Crowell Roberts Investment Counsel

Crowell Roberts Investment Counsel (CRD# 109782) is a financial advisory firm headquartered in Laguna Beach, CA. They manage $17,000 in 24 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
301 Forest Avenue, Laguna Beach, CA 92651
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $708
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Crowell Roberts Investment Counsel
Showing 1 - 1 of 1 top financial advisors.
1
Alton Crowell, financial advisor Irvine CA
Alton I. Crowell
CRD#: 1210444
Irvine, CA

Alton Crowell (CRD# 1210444) is an Investment Advisor Representative working at Crowell Roberts Investment Counsel in Irvine, CA and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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