Susan Elsener Bailey

Crow Holdings Capital

11 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementReal Estate Investing

Crow Holdings Capital

Compensation

Fee-Only (AUM)

Firm Size

9 advisors

Number of Clients

16 clients

Average Client Portfolio

$871.9M average

Assets Under Management

$14.0B

Fee Structure

Financial Planning:Investment management only

Location

3819 Maple Ave, Dallas, TX, 75219-3913

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Susan is a member of the investor coverage team at Crow Holdings Capital Partners, a real estate investment and development firm. This investment-related role takes nearly full-time hours.

Employment History

Current Registrations

Crow Holdings Securities, L.L.C.Broker

February 2022 - Present · 4 yrs

Crow Holdings Capital

December 2013 - Present · 12 yrs 2 mos

State Registrations53 states

AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.