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| Happy Holidays!! thanks for using AUM13F!! |
| Crow Financial Advisors Ltd Co
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|---|---|
| CRD # | 114077 |
| SEC # | 801-120860 |
| CIK # | |
| AUM | $143.7 M (2025-03-28) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 505-243-2281 |
| Address | 8210 Louisiana Blvd NE Albuquerque, NM 87113 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 230 | 55.7 |
| (b) Individuals (high net worth individuals) | 40 | 87.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 582 | 143.7 |
| By Discretionary | ||
| Discretionary | 582 | 143.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 582 | 143.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 143.7 | |
| Total | 582 | 143.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Nobscot Investment Management LLC
✚
|
MA | 0.1 |
|
Silicon Beach Wealth LLC
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CA | 0.1 |
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Wilian Securities LLC
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MN | 0.1 |
|
BLOM & Howell Financial Planning Inc
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|
CA | 0.1 |
|
Cornermen Financial LLC
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|
TX | 0.1 |
|
FPF FA LLC
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|
NC | 0.1 |
|
ZEIT Capital LLC
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|
0.1 | |
|
Star Capital Inc
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|
MN | 0.1 |
|
Fusco Financial Services Inc
✚
|
FL | 0.1 |
|
Wilkinson Wealth Management LLC
✚
|
AZ | 0.1 |