Crewcial Partners LLC
Crewcial Partners LLC (CRD# 131570) is a financial advisory firm headquartered in New York, NY. They manage $1,108,558,639 in 310 accounts and serve the financial needs of clients across 11 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management1,109MILLION
-
Total Number of Accounts310ACCOUNTS
-
Average Account Value$3,575,996
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CT, FL, GA, LA, NY, PA, TX, VA, VT, WI
Financial Advisors at Crewcial Partners LLC
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.