CROWNSTONE ADVISORY & INVESTMENT CORP

CRD 339959 · SEC 801-136272

3355 LENOX ROAD, 10TH FLOOR, ATLANTA, GA, 30326, United States

Phone

858-444-5933

Fax

N/A

Registration

Registered (APPROVED-120)

Source

SEC registered

Total AUM

Discretionary AUM

Team

2 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-05-27

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (institutions)

CA, GA

Official SEC filing: View on IAPD