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Crow Financial Advisors

Tom Crow

MBA
Badge7

Registry Member Since 2010

PRC Certified: View Findings Report

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 or Years
  • 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
Compliance Disclosures
  • None
Criminal Disclosures
  • None
Financial Fiduciary
  • Yes
Second Language(s)
  • No

About My Firm

Location
  • 8210 Louisiana Blvd., NE
    Suite B
    Albuquerque, New Mexico, 87113
Telephone (Main Office)
  • 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

We provide cost-effective, fee-only investment portfolio management for all types of accounts and clients. We do not sell any products, annuities or insurance. We use proprietary fundamental and technical analysis to create personalized investment strategies with innovative downside protection. We do not have custody of our clients' accounts and we do not pool accounts. Clients have 24/7 access to their accounts online and receive monthly statements from the custodian and quarterly performance reports from us.

My Disclosures
Some professionals and firms have disclosures.

None

My Comments

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

Advisor Name: Tom Crow
Most Recent Update: May 6, 2015

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