The Crown Advisors, LLC is an adviser based in St. Louis. It manages $15.12 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Missouri.
The Crown Advisors provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of The Crown Advisors, LLC is $15.12 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -55% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay The Crown Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Chris Henry Pauli has been acting as President since 1 Sep 2001. Chris H. Pauli Revocable Living Trust Dated 3/15/04 joined the executive team most recently as the Member.
The principal office where The Crown Advisors, LLC performs its advisory services is located at 842 N New Ballas Court, St. Louis, MO 63141, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 314-991-0066 or by fax 314-991-0075. The normal business hours are 8am to 5pm on Monday - Friday. You can find more information about the New York firm at www.thecrownadvisors.com.