Crystal Cove Asset Management

Crystal Cove Asset Management (CRD# 289810) is a financial advisory firm headquartered in Newport Beach, CA. They manage $76,067,866 in 218 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
620 Newport Center Drive, Suite 1100, Newport Beach, CA 92660
https://www.crystalcoveam.com
By the Numbers
  • Total Assets Under Management
    76
    MILLION
  • Total Number of Accounts
    218
    ACCOUNTS
  • Average Account Value
    $348,935
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Crystal Cove Asset Management
Showing 1 - 2 of 2 top financial advisors.
1
Mark Bonds, financial advisor Newport Beach CA
Mark T. Bonds
CRD#: 4853581
620 Newport Center Drive, Suite 1100, Newport Beach, CA 92660

Mark Bonds (CRD# 4853581) is an Investment Advisor Representative working at Crystal Cove Asset Management in Newport Beach, CA and has over 18 years of experience in the finance industry.

2
Elias Hakimian, financial advisor Newport Beach CA
Elias M. Hakimian
CRD#: 4404048
620 Newport Center Drive, Suite 1100, Newport Beach, CA 92660

Elias Hakimian (CRD# 4404048) is an Investment Advisor Representative working at Crystal Cove Asset Management in Newport Beach, CA and has over 22 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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