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Registry Member Since 2010

Crow Financial Advisors

Tom Crow

MBA
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Paladin Quality Rating: 5 Stars

About Me

Type of Organization
  • Sole Practitioner
Name of RIA
  • Crow Financial Advisors
Relationship to RIA
  • Owner
Broker/Dealer Name
  • No
Years of Experience
  • 15 Years
Certifications & Designations
College Degrees
  • University of Phoenix in Albuquerque - MBA
  • New Mexico State University, Las Cruces, NM - BSEE
Association Memberships
  • Kingdom Advisors
Registrations & Licenses
  • RIA/IAR Registration
  • Securities License(s)
  • Type of RIA Registration: State - New Mexico
CRD Number
IARD Number
Insurance Number
  • None
State Licenses (Investments)
  • None
State Licenses (Insurance)
  • None
View ADV
  • Available Upon Request
Compliance Disclosures
  • None
Criminal Disclosures
  • None
Financial Fiduciary
  • Yes
Second Language(s)
  • None

About My Firm

Location
  • 8210 Louisiana Blvd., NE
    Suite B
    Albuquerque, New Mexico, 87113
Telephone
  • 505.243.2281
Website
Number of Clients
  • 150
Amount of Assets
  • $38,000,000
Minimum Asset Requirement
  • None
Types of Fees
  • Asset-Based Fee
Types of Commission
Advice & Services for Fees
  • Planning Advice & Services
  • Investment Advice & Services (Fees)
Types of Clients
  • Individuals
  • Endowments
  • Foundations
  • Businesses
Limited Engagement Services
  • None
Investment Decision-Making
  • Yes
Primary Custodian(s)
  • TD Ameritrade Institutional
Types of Reports (Frequency)
  • Performance (Quarterly)
  • Brokerage Statement (Monthly)
  • Newsletters (Monthly)
My Philosophy My Disclosures

I certify the information in this research report is accurate and current.

Advisor Name: Tom Crow
Most Recent Update: Feb 12, 2015

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