Crown Jewel Concepts, LLC is an adviser based in Orlando. It manages $900 thousand of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Florida.
Crown Jewel Concepts provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Crown Jewel Concepts, LLC is $900 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 50% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Crown Jewel Concepts, LLC for their services and products based on a percentage of assets under management and performance-based 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.
The principal office where Crown Jewel Concepts, LLC performs its advisory services is located at 20550 Maxim Parkway, Orlando, FL 32833 3933 The mailing address of the firm is 2451 Cumberland Pkwy.,Suite 3544, Atlanta, GA 30339 6157. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 407-362-5420EXT.701. The normal business hours are 10-4 on Other. You can find more information about the New York firm at www.astralinvestments.com.