Investment adviser · CRD 140846

CROWN JEWEL CONCEPTS, LLC

Investment adviser filing (IA)

ORLANDO, FL, United States · Form ADV filed Mar 18, 2014

Regulatory AUM
$900K
Form ADV · Item 5.F
Client accounts
12
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
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: Mar 18, 2014. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Performance-based

Principal office

20550 MAXIM PARKWAY
ORLANDO, FL, 32833-3933, United States

CRD 140846

Filing source

Form ADV 802335 · Mar 18, 2014 · 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.