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

More Retirement Planning firms in Salt Lake City, Utah:

Firm Name	Assets Under Management	Total Clients	Total Advisors
BRIDGE INVESTMENT GROUP 111 E. Sego Lily Drive, #400 Sandy, UT, 84070	$47,001,314,000	132	2300
WASATCH ADVISORS LP 505 Wakara Way, 3rd Floor Salt Lake City, UT, 84108	$26,663,066,907	237	90
TOWNSQUARE CAPITAL, LLC 5314 River Run Drive, Suite 210 Provo, UT, 84604	$8,777,551,735	33539	17
SOLTIS INVESTMENT ADVISORS, LLC 20 North Main, Suite 400 St. George, UT, 84770	$6,821,969,061	3884	72
SEPIO CAPITAL, LP 2795 E Cottonwood Parkway, Suite 600 Salt Lake City, UT, 84121	$6,672,033,386	1963	24

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