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CROWN OAK ADVISORS

· CRD 309749 · IAPD ↗ · crownoakadvisors.com · 510-244-4685

$235.6MRegulatory AUM
2Advisory reps
2Employees
1Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
March 2024 — CROWN OAK ADVISORS reported RAUM up 39% ($133.3M -> $184.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.