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Riley Stevens Crosbie

CACHETECH·LOGAN, Utah
Unclaimed Profile
701 S MAIN ST, LOGAN, UT 84321CRD# 6538869Firm CRD# 327688
01

About

Riley Stevens Crosbie is a registered financial advisor based in LOGAN, Utah, affiliated with CACHETECH. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CACHETECH
CACHETECH
AUM
$132M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at CACHETECH →
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6538869
Firm CRD# 327688
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Riley Stevens Crosbie offer?
Riley Stevens Crosbie specializes in Retirement Planning, Wealth Management. Contact their office in LOGAN, Utah for a consultation.
What are Riley Stevens Crosbie's credentials?
Riley Stevens Crosbie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Riley Stevens Crosbie located?
Riley Stevens Crosbie is based in LOGAN, Utah, working with CACHETECH. Their office serves clients in the LOGAN metropolitan area and surrounding communities.
How does Riley Stevens Crosbie charge for services?
Riley Stevens Crosbie's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CACHETECH?
CACHETECH has approximately 8 employees and manages $132M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LOGAN
Tyler Jay Vanderbeek — KEYSTONE WEALTH ADVISORS, LLCJames Don Vanderbeek — KEYSTONE WEALTH ADVISORS, LLCM. Mary Sinnott — SURGICAL FRONTIERS SERIES I, LLCSteven Craig Adams — CACHETECHGordon Levi Nelson — KEYSTONE WEALTH ADVISORS, LLC
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuidePROVO Guide
Research
Advisor Fees in UtahNational Fee Analysis
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