$50.0M Total AUM
$50.0M Disc. AUM
-- 3Y CAGR
1 Employees
150 ADV. Clients
29 yrs Firm Age
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- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- Ridge radial
- Established Date
- 09-01-1996
- Office Locations
- 1
Office Locations
215 N. Arlington Heights Road Suite 201 Arlington Heights IL
About Crown Financial Group, Inc.
Crown Financial Group (CFG) is a retail advisory firm in Arlington Heights, IL, led by Matthew and Richard Nordman with 20+ years serving individuals and families. The team provides financial planning, IRA/retirement and portfolio management, plus life and long-term care insurance guidance. Public filings indicate client portfolios are primarily ETF-based, with TD Ameritrade as a key custodian.
Team overview
55 AVG AGE
$50.0M AVG AUM / ADVISOR
$333.3K AVG AUM / CLIENT
29.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
Bridge pathway Ember summit
Client Personas
Vertex bridge Alpha
Custodian
Ridge quantum Fusion pathway Momentum Beacon quantum Wave Radial Glacier Horizon Atlas vector
Investment Themes
Wave vertex North
Investment Vehicles
Atlas Momentum
Services
Horizon Wave ember Insight matrix Matrix catalyst Fusion element Meridian Catalyst Foundation Optima frontier Summit matrix
Technology
Timber pathway
Owner & Executives
R
RICHARD DENNIS NORDMAN
Chairman, Principal, TREASURER
- CRD
- --
- Ownership
- 75% or more
(732) 963-1020
timber.signal@timbercapital.com
in linkedin.com/in/pathway-alpha
MATTHEW NORDMAN
President, Principal
- CRD
- #2836083
- Ownership
- Less than 5%
(558) 486-1385
foundation.matrix@optimacapital.com
in linkedin.com/in/radial-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $50,000,000
Equity - Exchange:
53.9% Cash:
46.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $715,319,105 | 53.9% |
| Cash | $611,803,539 | 46.1% |
| Total | $1,327,122,644 | 100.0% |