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Casey Dewayne Kotter

CREWE ADVISORS LLC·SALT LAKE CITY, Utah
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650 S. MAIN STREET, SALT LAKE CITY, UT 84101CRD# 4717681Firm CRD# 173920
01

About

Casey Dewayne Kotter is a registered financial advisor based in SALT LAKE CITY, Utah, affiliated with CREWE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CREWE ADVISORS LLC
CREWE ADVISORS
AUM
$1.6B
Regulatory assets under management
Employees
24
Total firm employees
View all advisors at CREWE ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4717681
Firm CRD# 173920
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Casey Dewayne Kotter offer?
Casey Dewayne Kotter specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SALT LAKE CITY, Utah for a consultation.
What are Casey Dewayne Kotter's credentials?
Casey Dewayne Kotter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Casey Dewayne Kotter located?
Casey Dewayne Kotter is based in SALT LAKE CITY, Utah, working with CREWE ADVISORS LLC. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.
How does Casey Dewayne Kotter charge for services?
Casey Dewayne Kotter's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CREWE ADVISORS LLC?
CREWE ADVISORS LLC has approximately 24 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Utah
LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)SANDY (44)
City Guides
LEHI GuidePARK CITY GuideDRAPER GuidePROVO GuideSANDY Guide
Research
Advisor Fees in UtahNational Fee Analysis
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