Crown Financial Partners

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

8665 Wilshire Blvd Ste 200, Beverly Hill...

Phone Number

(310) 734-5660

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
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Aug
ZI Rank
1
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1

About Crown Financial Partners

Crown Financial Partners is a boutique wealth management firm that specializes in providing financial advisory services to high net worth clients and their families. The firm is recognized for its integrity and depth of knowledge across various disciplines, offering highly customized solutions tailored to clients' unique family, financial, and charitable objectives. Crown also facilitates estate and legacy planning, collaborating with clients and their legal and tax advisors to navigate complex strategies. Additionally, the firm provides risk management services to protect clients' assets, focusing on the needs of successful entrepreneurs and business professionals.Explore more
Crown Financial Partners's Social MediaPopular SearchesCrown Financial PartnersCrown Associates Realty IncCrown Management CoCrown Financial IncCrown Commercial Investments IncSIC Code 62,628NAICS Code 52,523Show more

Crown Financial Partners Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Crown Financial Partners

<$5M
1-10
Private
-
1963
$5.4M
11-50
Private
<$5M
2008
MJ
Matthew JacksonSenior Vice President Wealth Advisor
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
11-50
Private
-
2012
ML
Marco LecceseWealth Strategist
<$5M
1-10
Private
-
1992
Jonathan Sard, President at Sard Wealth Management Group
Jonathan SardPresident
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2011
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

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Activity Insights

Crown Financial Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Crown Financial Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Crown Financial Partners.

Crown Financial Partners Tech Stack

A closer look at the technologies used by Crown Financial Partners

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Frequently Asked Questions Regarding Crown Financial Partners

What is Crown Financial Partners's official website?
Crown Financial Partners's official website is www.thecrownpartners.com
What is Crown Financial Partners's Revenue?
Crown Financial Partners's revenue is <$5 Million
What is Crown Financial Partners's SIC code?
Crown Financial Partners's SIC: 62,628
What is Crown Financial Partners's NAICS code?
Crown Financial Partners's NAICS: 52,523
How many employees does Crown Financial Partners have?
Crown Financial Partners has 1-10 employees
What industry does Crown Financial Partners belong to?
Crown Financial Partners is in the industry of: Finance, Securities Trading
What is Crown Financial Partners competition?
Crown Financial Partners top competitors include: Jackson Wealth Management, Michael Martella, The Holland Group, Pillar Wealth Management
What technology does Crown Financial Partners use?
Some of the popular technologies that Crown Financial Partners uses are: Smarsh, Google Cloud Web Serving, Google Cloud Platform, GoDaddy DNS
How do I contact Crown Financial Partners?
Crown Financial Partners contact info: Phone number: (310) 734-5660 Website: www.thecrownpartners.com
What does Crown Financial Partners do?

Crown Financial Partners is a boutique wealth management firm that specializes in providing financial advisory services to high net worth clients and their families. The firm is recognized for its integrity and depth of knowledge across various disciplines, offering highly customized solutions tailored to clients' unique family, financial, and char... itable objectives. Crown also facilitates estate and legacy planning, collaborating with clients and their legal and tax advisors to navigate complex strategies. Additionally, the firm provides risk management services to protect clients' assets, focusing on the needs of successful entrepreneurs and business professionals.Read More

What are Crown Financial Partners social media links?
Crown Financial Partners Linkedin page
Is Crown Financial Partners a public company?
Crown Financial Partners is private company therefore does not currently have an official ticker symbol
See more information about Crown Financial Partners

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