CROWN POINT WEALTH ADVISORS
Tel: 541-386-2792 1313 Belmont Ave. Hood River, Oregon 97031
About CROWN POINT WEALTH ADVISORS
CROWN POINT WEALTH ADVISORS is a Hood River, Oregon based financial advisory firm with nearly $141,463,083 in assets under management and provides investment advisory services for 1049 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
322424
Firm SEC#:
801-129946
Assets Under Management:
$141,463,083
No. of Clients:
1049
No. of Advisors:
3
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Hourly charges
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