Crown Oak Advisors

Crown Oak Advisors (CRD# 309749) is a financial advisory firm headquartered in , . They manage $184,897,265 in 57 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://www.crownoakadvisors.com/
By the Numbers
  • Total Assets Under Management
    185
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $3,243,812
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA, UT

Financial Advisors at Crown Oak Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Andrew Dodds, financial advisor Piedmont CA
Andrew W. Dodds
CRD#: 6349266
Piedmont, CA

Andrew Dodds (CRD# 6349266) is an Investment Advisor Representative working at Crown Oak Advisors in Piedmont, CA and has 1 year of experience in the finance industry.

2
Christopher Dodds, financial advisor Piedmont CA
Christopher V. Dodds
CRD#: 1596630
Piedmont, CA

Christopher Dodds (CRD# 1596630) is an Investment Advisor Representative working at Crown Oak Advisors in Piedmont, CA and has over 36 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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