CROWN FINANCIAL GROUP, INC.

RIASEC Registered
Total AUM
$50M
Discretionary
$50M
100% of AUM
Avg account
$667K
Accounts
75
Employees
1
Advisory reps
2

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, Cash & Cash Equivalents 15%85%
  • Exchange Traded Equities85%
  • Cash & Cash Equivalents15%

Contacts

2 of 2
  • RICHARD NORDMAN

    PrincipalCRD 4601159

  • MATTHEW NORDMAN

    PrincipalCRD 2836083

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth