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CREWE ADVISORS
650 S. Main Street
Suite 700
Salt Lake City, Utah 84101
Tel: 385-355-2700
About CREWE ADVISORS
CREWE ADVISORS, formally registered with the SEC as CREWE ADVISORS. The firm was established in 01/02/2015. They have over 2 offices throughout the country.
CREWE ADVISORS is a Salt Lake City, Utah based Financial Planning firm with nearly $1,620,494,059 assets under management, offering retirement planning & investment advisory services to 1096 clients. The firm is staffed with 24 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 173920 |
| SEC# | 801-80723 |
| Assets Managed by Firm | $1,620,494,059 |
| No. of Clients | 1096 |
| No. of Advisors | 24 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1096 | $1,620,494,059 |
| Individuals (other than high net worth individuals) | 137 | $47,839,085 |
| High net worth individuals | 156 | $1,212,598,754 |
| Pension and profit sharing plans | Fewer than 5 clients | $51,314 |
| Charitable organizations | 15 | $133,403,719 |
| Corporations or other businesses | 45 | $226,601,187 |
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