Crewe Advisors

Crewe Advisors (CRD# 173920) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $288,154,140 in 493 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    288
    MILLION
  • Total Number of Accounts
    493
    ACCOUNTS
  • Average Account Value
    $584,491
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX, UT, WA

Financial Advisors at Crewe Advisors
Showing 1 - 5 of 5 top financial advisors.
1
Dustin C. Thackeray
CRD#: 4878110
136 E. South Temple, Suite 2400, Salt Lake City, UT 84111
96
Wealthminder
score

Dustin Thackeray (CRD# 4878110) is an Investment Advisor Representative working at Crewe Advisors in Salt Lake City, UT and has over 12 years of experience in the finance industry.

2
Diana S. George
CRD#: 4630141
136 E. South Temple, Suite 2400, Salt Lake City, UT 84111
93
Wealthminder
score

Diana George (CRD# 4630141) is an Investment Advisor Representative working at Crewe Advisors in Salt Lake City, UT and has over 12 years of experience in the finance industry.

3
Ryan P. Halliday
CRD#: 4033864
136 E. South Temple, Suite 2400, Salt Lake City, UT 84111
93
Wealthminder
score

Ryan Halliday (CRD# 4033864) is an Investment Advisor Representative working at Crewe Advisors in Salt Lake City, UT and has over 16 years of experience in the finance industry.

4
Renn M. Olsen
CRD#: 5181407
136 E. South Temple, Suite 2400, Salt Lake City, UT 84111
93
Wealthminder
score

Renn Olsen (CRD# 5181407) is an Investment Advisor Representative working at Crewe Advisors in Salt Lake City, UT and has over 10 years of experience in the finance industry.

5
Daniel D. Sudit
CRD#: 4178576
136 E. South Temple, Suite 2400, Salt Lake City, UT 84111
81
Wealthminder
score

Daniel Sudit (CRD# 4178576) is an Investment Advisor Representative working at Crewe Advisors in Salt Lake City, UT and has over 16 years of experience in the finance industry.

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