Crown Wealth Management, Inc.
Crown Wealth Management, Inc. (CRD# 112325) is a financial advisory firm headquartered in Costa Mesa, CA. They manage $22,983,765 in 82 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management23MILLION
Total Number of Accounts82ACCOUNTS
Average Account Value$280,290
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Susan Goodman (CRD# 6311029) is an Investment Advisor Representative working at Crown Wealth Management, Inc. in Costa Mesa, CA and has over 2 years of experience in the finance industry.
Andi Kang (CRD# 2146134) is an Investment Advisor Representative working at Crown Wealth Management, Inc. in Costa Mesa, CA and has over 26 years of experience in the finance industry. Andi Kang has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.