Alton Ingram Crowell (Newport Coast)


Alton Ingram Crowell is an internet adviser based in Newport Coast. It manages $11 million of regulatory assets for 42 client accounts. It has been registered with the SEC as an adviser since 2003.

Alton Ingram Crowell provides portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Alton Ingram Crowell: assets under management

The assets under management (AUM) of Alton Ingram Crowell is $11 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $10 million in discretionary accounts and $1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $243.9 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Alton Ingram Crowell for their services and products based on a percentage of assets under management. 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.

Based in Newport Coast

The principal office where Alton Ingram Crowell performs its advisory services is located at 180 Newport Crest, Newport Coast, CA 92657 The mailing address of the firm is 301 Forest Avenue, Laguna Beach, CA 92651. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-494-1376 or by fax 949-497-0681. The normal business hours are 9:00-5:00 on Monday - Friday.

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