Anthony
Volino
Crown Capital Securities, L.P
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About this Advisor
Anthony Volino is a financial advisor operating in Apple Valley, Minnesota who has 10 years of industry experience. Volino is currently employed by Crown Capital Securities, L.P. They have spent the entirety of their employment at Crown Capital Securities, L.p. Volino maintains a Series 63 license, which qualifies them as a securities agent, and is able to operate in Minnesota. Crown Capital Securities, L.P is a registered investment company headquartered in Orange, CA. It has offices in 93 locations and a total of 164 people on staff. It oversees $1 billion in total assets between its 5,654 accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm provides financial advice to 27 charities and foundations. Of its 5,654 accounts, just 3% are held by high-net-worth investors who have more than $1 million in assets. The advisory firm performs a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advice typically depend on which services the firm provides the client. However, fees billed by Crown Capital Securities, L.P likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Crown Capital Securities, L.P Brokerage Details
$1,223,108,240
164
5,654
$216,326
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Anthony Volino Work History
Anthony has been registered as a financial advisor for 10 years.*
Crown Capital Securities Lp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anthony Volino to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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