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Christina L Conwell

FLAHERTY & CRUMRINE INCORPORATED·PASADENA, California
Unclaimed Profile
301 E COLORADO BLVD, PASADENA, CA 91101-1911CRD# 5904852Firm CRD# 105499
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About

Christina L Conwell is a registered financial advisor based in PASADENA, California, affiliated with FLAHERTY & CRUMRINE INCORPORATED. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
FLAHERTY & CRUMRINE INCORPORATED
FLAHERTY & CRUMRINE INCORPORATED
AUM
$3.9B
Regulatory assets under management
Employees
13
Total firm employees
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5904852
Firm CRD# 105499
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Christina L Conwell offer?
Christina L Conwell specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in PASADENA, California for a consultation.
What are Christina L Conwell's credentials?
Christina L Conwell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christina L Conwell located?
Christina L Conwell is based in PASADENA, California, working with FLAHERTY & CRUMRINE INCORPORATED. Their office serves clients in the PASADENA metropolitan area and surrounding communities.
How does Christina L Conwell charge for services?
Christina L Conwell's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FLAHERTY & CRUMRINE INCORPORATED?
FLAHERTY & CRUMRINE INCORPORATED has approximately 13 employees and manages $3.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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