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Crowell Roberts (Laguna Beach)


Crowell Roberts is an internet adviser based in Laguna Beach. It manages $11 million of regulatory assets for 42 client accounts. It has been registered with the SEC as an adviser since 2001.




Crowell Roberts provides portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Crowell Roberts: assets under management

The assets under management (AUM) of Crowell Roberts is $11 million. The firm's AUM has gone down by -58% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $10 million in discretionary accounts and $1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $243.9 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Crowell Roberts for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Laguna Beach

The principal office where Crowell Roberts performs its advisory services is located at 543 Temple Hills Drive, Laguna Beach, CA 92651 The mailing address of the firm is 301 Forest Avenue, Laguna Beach, CA 92651. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-494-1376 or by fax 949-494-3876. The normal business hours are 8:30-5:00 on Monday - Friday.


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