Crown Capital Securities, LP

Crown Capital Securities, LP (CRD# 6312) is a financial advisory firm headquartered in Orange, CA. They manage $1,223,108,240 in 5,654 accounts and serve the financial needs of clients across 44 states (or territories).

Current Firm Details
725 Town & Country Road, Suite 530, Orange, CA 92868
http://www.crowncapitalsecurities.com
By the Numbers
  • Total Assets Under Management
    1,223
    MILLION
  • Total Number of Accounts
    5,654
    ACCOUNTS
  • Average Account Value
    $216,326
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY

Financial Advisors at Crown Capital Securities, LP
Showing 61 - 63 of 63 top financial advisors.
61
Ronald Pompei, financial advisor Tarrytown NY
Ronald J. Pompei
CRD#: 1439110
150 White Plains Road, Suite 205, Tarrytown, NY 10591

Ronald Pompei (CRD# 1439110) is an Investment Advisor Representative working at Crown Capital Securities, LP in Tarrytown, NY and has over 38 years of experience in the finance industry.

62
Gregory Schmidlin, financial advisor Beaverton OR
Gregory F. Schmidlin
CRD#: 4613478
1500 Nw Bethany Blvd, Suite 180, Beaverton, OR 97006

Gregory Schmidlin (CRD# 4613478) is an Investment Advisor Representative working at Crown Capital Securities, LP in Beaverton, OR and has over 21 years of experience in the finance industry.

63
Jim Weems, financial advisor Orange CA
Jim N. Weems
CRD#: 2349968
725 Town & Country Road, Suite 530, Orange, CA 92868

Jim Weems (CRD# 2349968) is an Investment Advisor Representative working at Crown Capital Securities, LP in Orange, CA and has over 30 years of experience in the finance industry.

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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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