Daniel CrewsCRD 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.
Terra Firma Financial LLC
Redwood Wealth Management, LLC
Circa Capital, LLC
|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|
Total Assets Under Management216MILLIONS
Total Number of Accounts2,291ACCOUNTS
Average Account Value$94,087
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AL, AZ, CA, FL, GA, IN, LA, MA, MN, NC, NY, OH, SC, TX, UT
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