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Anne Lewis Raymond

CROW HOLDINGS CAPITAL PARTNERS, L.L.C.·DALLAS, Texas
Clean record15 years registeredCROW HOLDINGS CAPITAL PARTNERS, L.L.C.
3819 MAPLE AVE, DALLAS, TX 75219-3913CRD# 5928657Firm CRD# 156925

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Anne Lewis Raymond · DALLAS, TX
Registration
CRD #5928657 · CROW HOLDINGS CAPITAL PARTNERS, L.L.C. · 15 years registered
Brand Profile
Not yet started
01

Career History

Jun 2011present
02

Registrations & Exams

Registration record
First registered · June 16, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CROW HOLDINGS CAPITAL PARTNERS, L.L.C.
CRD 156925 · SEC 801-72434
AUM
$14.0B
Regulatory assets under management
Employees
152
17 client accounts
Services offered by CROW HOLDINGS CAPITAL PARTNERS, L.L.C.
Per Form ADV
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
Introduction

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05

Frequently Asked Questions

What services does Anne Lewis Raymond offer?
Anne Lewis Raymond specializes in Retirement Planning, Wealth Management. Contact their office in DALLAS, Texas for a consultation.
What are Anne Lewis Raymond's credentials?
Anne Lewis Raymond is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anne Lewis Raymond located?
Anne Lewis Raymond is based in DALLAS, Texas, working with CROW HOLDINGS CAPITAL PARTNERS, L.L.C.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Anne Lewis Raymond charge for services?
Anne Lewis Raymond's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CROW HOLDINGS CAPITAL PARTNERS, L.L.C.?
CROW HOLDINGS CAPITAL PARTNERS, L.L.C. has approximately 152 employees and manages $14.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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