Crewe Advisors
Crewe Advisors (CRD# 173920) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $1,620,494,059 in 1,096 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management1,620MILLION
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Total Number of Accounts1,096ACCOUNTS
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Average Account Value$1,478,553
- 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)
AZ, CA, LA, ME, MI, NV, TX, UT, WA
James Davenport (CRD# 2872276) is an Investment Advisor Representative working at Crewe Advisors in Salt Lake City, UT and has over 26 years of experience in the finance industry.
Ryan Halliday (CRD# 4033864) is an Investment Advisor Representative working at Crewe Advisors in Salt Lake City, UT and has over 23 years of experience in the finance industry.
Ashley Landon (CRD# 6298237) is an Investment Advisor Representative working at Crewe Advisors in Salt Lake City, UT and has over 7 years of experience in the finance industry.
Jason Miller (CRD# 4678356) 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.
Megan Slatter (CRD# 6111617) is an Investment Advisor Representative working at Crewe Advisors in Salt Lake City, UT and has over 8 years of experience in the finance industry.
Daniel Sudit (CRD# 4178576) is an Investment Advisor Representative working at Crewe Advisors in Salt Lake City, UT and has over 23 years of experience in the finance industry.
Dustin Thackeray (CRD# 4878110) is an Investment Advisor Representative working at Crewe Advisors in Salt Lake City, UT and has over 19 years of experience in the finance industry.
Michael Bennett (CRD# 5408084) 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.
Rylie Halliday (CRD# 7328219) is an Investment Advisor Representative working at Crewe Advisors in Salt Lake City, UT and has over 3 years of experience in the finance industry.
Joshua Hancock (CRD# 7682108) is an Investment Advisor Representative working at Crewe Advisors in Salt Lake City, UT and has 1 year of experience in the finance industry.