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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 $1,288,269,950 assets under management, offering retirement planning & investment advisory services to 1044 clients. The firm is staffed with 20 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 173920 |
| SEC# | 801-80723 |
| Assets Managed by Firm | $1,288,269,950 |
| No. of Clients | 1044 |
| No. of Advisors | 20 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1044 | $1,288,269,950 |
| Individuals (other than high net worth individuals) | 111 | $37,467,014 |
| High net worth individuals | 195 | $1,018,878,738 |
| Pension and profit sharing plans | 6 | $45,580 |
| Charitable organizations | 18 | $76,336,616 |
| Corporations or other businesses | 22 | $155,542,002 |
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|---|---|---|---|
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| $6,250,778,068 | 28608 | 89 | |
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