Company Information

Get to know Crown Wealth Group

Crown Wealth Group is a boutique financial advisory firm based in Australia. Founded by Brian and Marion Frendo, the company focuses on building long-term client relationships through a comprehensive and personalized approach to financial planning. Their mission is to help clients achieve their financial and lifestyle goals by providing strategic advice across areas such as superannuation (including Self-Managed Super Funds), investment management, personal insurance, and estate planning. The firm prides itself on its client-centric philosophy and team-based approach to wealth management.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Crown Wealth Group

United States

Founded in

2018 (8 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.