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Crowell, Weedon & Co. (Los Angeles)


Crowell, Weedon & Co. is a large advisory firm based in Los Angeles. It manages $1.04 billion of regulatory assets for 2,936 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 41 other states.

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Crowell, Weedon & provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Crowell, Weedon &: assets under management

The assets under management (AUM) of Crowell, Weedon & Co. is $1.04 billion. The firm's AUM has grown by 1228% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $530.4 million in discretionary accounts and $513.43 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $397.6 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $320.5 thousand.
Crowell, Weedon & has custody of $898.48 million in cash and securities for 2,484 clients in total and acts as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Crowell, Weedon & Co. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Los Angeles

The principal office where Crowell, Weedon & Co. performs its advisory services is located at 624 So. Grand Ave., Suite 2510, Los Angeles, CA 90017, which is also the mailing address of the firm. An additional office of the firm is in Carlsbad, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 213-620-1850 or by fax 213-622-6525. The normal business hours are 6:00 am to 03:30 pm on Monday - Friday. You can find more information about the New York firm at www.crowellweedon.com.


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