Crowley & Crowley Corp. (Wilmington)

Crowley & Crowley Corp. is a large advisory firm based in Wilmington. It manages $67.4 million of regulatory assets for 547 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Delaware and Pennsylvania.

Crowley & Crowley Corp provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Crowley & Crowley Corp: assets under management

The assets under management (AUM) of Crowley & Crowley Corp. is $67.4 million. The firm's AUM has grown by 97% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $66.9 million in discretionary accounts and $502.51 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $125.76 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $33.5 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Crowley & Crowley Corp. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Crowley & Crowley Corp.

Frederick John Crowley has been acting as President since 1 Nov 1986. Robert Alfanso Crowley joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Frederick John Crowley	President	1 Nov 1986	50% - 75%	1014529
Robert Alfanso Crowley	Vice-president	1 Nov 1986	50% - 75%	1219908

Based in Wilmington

The principal office where Crowley & Crowley Corp. performs its advisory services is located at 3201 B Millcreek Road, Wilmington, DE 19808, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.