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Crow Financial Advisors

EST. AUM
$130,306,523

CONTACTS
1

CLIENT ACCOUNTS
574

Firm Details

Metro area Albuquerque
CRD Number 114077
Website crowfa.com
Client types

Overview

Crow Financial Advisors is a fee-only, fiduciary investment advisory firm based in Albuquerque, New Mexico. Operating through Summit Financial, LLC, a Registered Investment Advisor, the firm delivers highly personalized discretionary portfolio management services tailored to each client’s goals, risk tolerance, and life stage. Led by founder Tom Crow, the team brings a disciplined approach that combines technical and fundamental analysis to construct concentrated portfolios of individual stocks, ETFs, and bonds. The firm distinguishes itself through its commitment to transparency, ethical stewardship, and a long-term investment philosophy that prioritizes capital preservation and aligned interests.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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