Christian
Williams

Crow Financial Advisors

CRD#6860546
Investment Advisor
in Albuquerque, NM

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About this Advisor

Christian Williams is a financial advisor operating out of Albuquerque, New Mexico who has 1 year of relevant experience. Williams is currently employed by Crow Financial Advisors. Throughout their career, Williams has worked at Crow Financial Advisors, Full-Time Education and Crow Financial Advisor. Williams holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to work in Colorado, Illinois and New Mexico. Crow Financial Advisors is a registered investment company headquartered in Albuquerque, NM. It manages $119 million in assets across its 582 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm provides financial advice to two charities and foundations. Of its 582 accounts, just 11% belong to high-net-worth investors who have at least $1 million in assets available to invest. The business offers a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management typically vary depending on which services the firm provides the client. Fees billed by Crow Financial Advisors can be comprised of any blend of asset-based and hourly fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

8210 Louisiana Blvd Ne Suite B
Albuquerque, NM 87113

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Crow Financial Advisors Brokerage Details

Total Assets Under Management

$119,085,618

NM Average: $3,612,835,751
Total Number of Employees

3

NM Average: 18
Total Number of Accounts

582

NM Average: 517
Average Account Size

$204,614

NM Average: $6,988,077

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Christian Williams Work History

Christian has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Crow Financial Advisor

2018 - 2021 (3 years)

Crow Financial Advisors

2015 - 2017 (2 years)

Crow Financial Advisors

2015 - 2017 (2 years)

Full-Time Education

2012 - 2015 (3 years)

Full-Time Education

*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 Christian Williams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Crow Financial Advisors

Christian Williams
Albuquerque, NM
Thomas Crow
Albuquerque, NM

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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