CROWN FINANCIAL GROUP, INC.
Firm details
- Headquarters
- ARLINGTON HEIGHTS, Illinois
- CRD number
- 123467
- Fee structure
- Percentage of AUM, Hourly Charges, Commissions
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Crown Financial Group, Inc. operates as an independent registered investment advisor, focusing primarily on individual and family clients. The firm provides a range of advisory services, including financial planning, portfolio management for individuals and small businesses, and pension consulting. With a fee structure that includes a percentage of assets under management, hourly charges, and commissions, Crown Financial Group tailors its services to meet the diverse needs of its clientele. The firm does not actively engage in ESG investing and is not classified as a multi-state advisor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Cash & Cash Equivalents15%
Contacts
2 of 2RICHARD NORDMAN
PrincipalCRD 4601159
MATTHEW NORDMAN
PrincipalCRD 2836083
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ARLINGTON HEIGHTS, IL
COOK
Location
ARLINGTON HEIGHTS, IL
Headquartered in ARLINGTON HEIGHTS, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 215 N Arlington Heights Rd
- Time zone
- CT (UTC-6)
- Office locations
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