Anne Raymond is a registered investment advisor at Crow Holdings Capital, based in Dallas, TX, with 15 years of industry experience. Anne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Real Estate Investing. Their firm serves 17 clients with $14B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3819 Maple Ave, Dallas, TX, 75219-3913
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anne serves as a trustee for the Crow Family Foundation Endowment Trust since 2004, overseeing asset allocation and investment manager selection. This requires minimal time each month.
Employment History
Current Registrations
Crow Holdings Capital
State Registrations1 state
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Exams
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