Daniel Crews, financial advisor Snellville GA
93 score

Daniel Crews

CRD Number: 6133124
Current Firm: Precision Capital Management

Daniel Crews (CRD# 6133124) is an Investment Advisor Representative working at Precision Capital Management in Snellville, GA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Precision Capital Management Coppell, TX Apr 2015 - Current 3
Reed Financial Group Snellville, GA Jul 2011 - Current 6
Horter Investment Management, LLC Cincinnati, OH Oct 2012 - Apr 2015 2
Gwinnett County Public Schools Suwanee, GA Jul 2008 - Jul 2011 3
Georgia Tech Athletic Association Atlanta, GA Jul 2009 - Jan 2010 < 1
Atlanta Falcons Flowery Branch, GA Feb 2008 - Jul 2008 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2012
Contact Info for Daniel G. Crews
Phone Number: (866) 254-4235
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    216
    MILLIONS
  • Total Number of Accounts
    2,291
    ACCOUNTS
  • Average Account Value
    $94,087
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, FL, GA, IN, LA, MA, MN, NC, NY, OH, SC, TX, UT

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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