Investment adviser · CRD 193

CROWELL, WEEDON & CO.

Investment adviser filing (IA)

LOS ANGELES, CA, United States · Form ADV filed Jul 29, 2013

Regulatory AUM
$1.04B
Form ADV · Item 5.F
Client accounts
2,936
Accounts, not individual clients
Employees
150
Reported in this filing
Advisory professionals
140
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 29, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

624 SO. GRAND AVE., SUITE 2510
LOS ANGELES, CA, 90017, United States

CRD 193

Filing source

Form ADV 749312 · Jul 29, 2013 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.