CROWN CAPITAL SECURITIES, L.P.

ORANGE, California·5 registered advisors·CRD# 6312
SEC# 801-5766393714-547-9481
01

Firm Overview

AUM
$1.2B
Regulatory assets under management
Employees
164
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CROWN CAPITAL SECURITIES, L.P.

5 registered advisors
Darol Kenneth Paulsen
ORANGE, California
Don Michael Edwards
ORANGE, California
Jonathan Lee French
ORANGE, California
Nils Henrik Sundstedt
ORANGE, California
Phyllis Jean Paulsen
ORANGE, California
05

Office Locations

ORANGE, California
5 advisors

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Data sourced from SEC Form ADV filings. CROWN CAPITAL SECURITIES, L.P. (CRD# 6312) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.