Active
CROWN OAK ADVISORS
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$219.6M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 219.6M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 309749 |
| SEC Number | 801-128309 |
| Phone | 510-244-4685 |
| Total Employees | 2 |
Client Count by Type (49 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 29 |
| Individuals (other than H… | 20 |
County data not available for this organization.