Stacie
Crown

L & B Realty Advisors, Llp

CRD#6058184
Investment Advisor
in Dallas, TX

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About this Advisor

Stacie Crown is a financial advisor operating out of Dallas, Texas. Crown is on the advisory team at L & B Realty Advisors, Llp. They have been with L & B Realty Advisors, Llp for their complete career. Crown is registered to operate in Texas. L & B Realty Advisors, Llp is a financial advisory company headquartered in Dallas, TX. It manages $3 million in assets under management across its one accounts, making it one of the smaller financial advisory firms in the nation by assets under management. Of its one accounts, just 7% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm offers a few services, including portfolio management for pooled investment vehicles, portfolio management for institutional clients and pension consulting services. Fees for financial management usually vary depending on which services the firm provides the client. Fees billed by L & B Realty Advisors, Llp likely are comprised of any blend of asset-based and performance-based fees.

Years Registered*

less than 1 year

Services Offered

Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

5910 North Central Expressway Suite 1200
Dallas, TX 75206

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L & B Realty Advisors, Llp Brokerage Details

Total Assets Under Management

$3,129,849

TX Average: $3,042,739,679
Total Number of Employees

71

TX Average: 49
Total Number of Accounts

1

TX Average: 2,315
Average Account Size

$3,129,849

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Stacie Crown Work History

Stacie has been registered as a financial advisor for 0 years.*

1994 - Present (30 years)

L&B Realty Advisors, Llp

*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 Stacie Crown 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 L & B Realty Advisors, Llp

Eric Smith
Dallas, TX
Christian Metten
Dallas, TX
Christine Mullis
Dallas, TX
Stacie Crown
Dallas, TX
Mark Faraldo
Dallas, TX
John Gerdes
Dallas, TX
Daniel Plumlee
Dallas, TX
George Smith
Dallas, TX

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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