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Don Michael Edwards

CROWN CAPITAL SECURITIES, L.P.·ORANGE, California
Unclaimed Profile
725 TOWN & COUNTRY ROAD, ORANGE, CA 92868CRD# 2669488Firm CRD# 6312
01

About

Don Michael Edwards is a registered financial advisor based in ORANGE, California, affiliated with CROWN CAPITAL SECURITIES, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CROWN CAPITAL SECURITIES, L.P.
CROWN CAPITAL SECURITIES, L.P.
AUM
$1.2B
Regulatory assets under management
Employees
164
Total firm employees
View all advisors at CROWN CAPITAL SECURITIES, L.P. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2669488
Firm CRD# 6312
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Don Michael Edwards offer?
Don Michael Edwards specializes in Financial Planning, Investment Management. Contact their office in ORANGE, California for a consultation.
What are Don Michael Edwards's credentials?
Don Michael Edwards is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Don Michael Edwards located?
Don Michael Edwards is based in ORANGE, California, working with CROWN CAPITAL SECURITIES, L.P.. Their office serves clients in the ORANGE metropolitan area and surrounding communities.
How does Don Michael Edwards charge for services?
Don Michael Edwards's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CROWN CAPITAL SECURITIES, L.P.?
CROWN CAPITAL SECURITIES, L.P. has approximately 164 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ORANGE
Nils Henrik Sundstedt — CROWN CAPITAL SECURITIES, L.P.Phyllis Jean Paulsen — CROWN CAPITAL SECURITIES, L.P.Jonathan Lee French — CROWN CAPITAL SECURITIES, L.P.Robert Mihran Kargenian — TABR CAPITAL MANAGEMENT, LLCDarol Kenneth Paulsen — CROWN CAPITAL SECURITIES, L.P.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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