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CREWE ADVISORS LLC
CREWE ADVISORS LLC
CREWE ADVISORS
SALT LAKE CITY, Utah
·
8 registered advisors
·
CRD# 173920
SEC# 801-80723
1
385-355-2700
01
Firm Overview
AUM
$1.6B
Regulatory assets under management
Employees
24
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CREWE ADVISORS LLC
8 registered advisors
Casey Dewayne Kotter
SALT LAKE CITY, Utah
CFP
CRD# 4717681
Daniel David Sudit
SALT LAKE CITY, Utah
CRD# 4178576
Dustin Chad Thackeray
SALT LAKE CITY, Utah
CFA
CRD# 4878110
Jason Richard Miller
SALT LAKE CITY, Utah
CRD# 4678356
Maria Del Carmen Alderete
SALT LAKE CITY, Utah
CRD# 6101404
Michael Patrick Bennett
SALT LAKE CITY, Utah
CRD# 5408084
Ryan Paul Halliday
SALT LAKE CITY, Utah
CRD# 4033864
Ryan Schlappi
SALT LAKE CITY, Utah
CRD# 5568244
05
Office Locations
SALT LAKE CITY, Utah
8 advisors
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Data sourced from SEC Form ADV filings. CREWE ADVISORS LLC (CRD# 173920) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.