Crowe Financial Advisors, LLC (Indianapolis)

Crowe Financial Advisors, LLC is an internet adviser based in Indianapolis. It manages $6 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 24 other states.

Crowe Financial Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Crowe Financial Advisors: assets under management

The assets under management (AUM) of Crowe Financial Advisors, LLC is $6 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Crowe Financial Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Crowe Financial Advisors, LLC

Frank A Arford has been acting as President since 1 Apr 2001. Crowe Chizek And Company Llp joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Crowe Chizek And Company Llp	Owner	1 Apr 2001	50% - 75%	35-0921680
Bc Advisors Llc	Owner	1 Apr 2001	25% - 50%	23-3073963
Frank A Arford	Director	1 Apr 2001	Other	4429790
Theodore August Beringer	Director	1 Apr 2001	Other	19405
Barry Jay Levin	Director	1 Apr 2001	Other	4429196
Walter J Brown	Director, coo	1 Apr 2001	Other	4429791
John William Leighbody	Ceo	1 Apr 2001	Other	1333064

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Theodore August Beringer	Owner	1 Mar 2001	50% - 75%	19405
Barry Jay Levin	Owner	1 Mar 2001	25% - 50%	4429196

Based in Indianapolis

The principal office where Crowe Financial Advisors, LLC performs its advisory services is located at 3815 River Crossing Parkway, Indianapolis, IN 46240 0977, which is also the mailing address of the firm. An additional office of the firm is in Mt. Laurel, NJ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 317-706-2611 or by fax 307-706-2660. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.