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
Crown Oak Advisors
By the Numbers
-
Total Assets Under Management185MILLION
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Total Number of Accounts57ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, LA, UT
Financial Advisors at Crown Oak Advisors
1
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 (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.
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