Crewe Advisors

Crewe Advisors (CRD# 173920) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $523,677,311 in 1,026 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    524
    MILLION
  • Total Number of Accounts
    1,026
    ACCOUNTS
  • Average Account Value
    $510,407
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 - 9 of 9 top financial advisors.
1
Renn M. Olsen
CRD#: 5181407
136 E. South Temple, Suite 2400, Salt Lake City, UT 84111
96
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. Renn Olsen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
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 13 years of experience in the finance industry.

3
Brent A. Cochran
CRD#: 2361173
136 E. South Temple, Suite 2400, Salt Lake City, UT 84111
93
Wealthminder
score

Brent Cochran (CRD# 2361173) is an Investment Advisor Representative working at Crewe Advisors in Salt Lake City, UT and has over 24 years of experience in the finance industry.

4
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 13 years of experience in the finance industry.

5
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 17 years of experience in the finance industry.

6
Samuel C. Carpenter
CRD#: 4758666
136 E. South Temple, Suite 2400, Salt Lake City, UT 84111
88
Wealthminder
score

Samuel Carpenter (CRD# 4758666) is an Investment Advisor Representative working at Crewe Advisors in Salt Lake City, UT and has 1 year of experience in the finance industry.

7
Grant M. Rowan
CRD#: 6703364
136 E. South Temple, Suite 2400, Salt Lake City, UT 84111
88
Wealthminder
score

Grant Rowan (CRD# 6703364) is an Investment Advisor Representative working at Crewe Advisors in Salt Lake City, UT and has 1 year of experience in the finance industry.

8
Ashley A. Landon
CRD#: 6298237
136 E. South Temple, Suite 2400, Salt Lake City, UT 84111
87
Wealthminder
score

Ashley Landon (CRD# 6298237) is an Investment Advisor Representative working at Crewe Advisors in Salt Lake City, UT and has 1 year of experience in the finance industry.

9
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 17 years of experience in the finance industry.

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