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Crown Advisors International Ltd. (New York)


Crown Advisors International Ltd. is a large advisory firm based in New York. It manages $63.59 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2006.

Crown Advisors International provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Crown Advisors International: assets under management

The assets under management (AUM) of Crown Advisors International Ltd. is $63.59 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $63.59 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $21.2 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Crown Advisors International Ltd. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Crown Advisors International Ltd. performs its advisory services is located at 60 East 42 Nd Street, New York, NY 10165, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-808-5278 or by fax 212-808-9073. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday.


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