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).

Current Firm Details
650 S. Main Street, Suite 700, Salt Lake City, UT 84101
https://www.linkedin.com/company/crewe-advisors/?originalsubdomain=ca
By the Numbers
  • Total Assets Under Management
    1,620
    MILLION
  • Total Number of Accounts
    1,096
    ACCOUNTS
  • Average Account Value
    $1,478,553
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, LA, ME, MI, NV, TX, UT, WA

Financial Advisors at Crewe Advisors
Showing 11 - 16 of 16 top financial advisors.
11
Tanner McQuiston, financial advisor Salt Lake City UT
Tanner J. McQuiston
CRD#: 7180279
650 S. Main Street, Suite 700, Salt Lake City, UT 84101

Tanner McQuiston (CRD# 7180279) is an Investment Advisor Representative working at Crewe Advisors in Salt Lake City, UT and has 1 year of experience in the finance industry.

12
Marshall Nelson, financial advisor Salt Lake City UT
Marshall C. Nelson
CRD#: 6645340
650 S. Main Street, Suite 700, Salt Lake City, UT 84101

Marshall Nelson (CRD# 6645340) is an Investment Advisor Representative working at Crewe Advisors in Salt Lake City, UT and has over 4 years of experience in the finance industry.

13
Jarrod Perry, financial advisor Salt Lake City UT
Jarrod N. Perry
CRD#: 4290879
650 S. Main Street, Suite 700, Salt Lake City, UT 84101

Jarrod Perry (CRD# 4290879) 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.

14
Ryan Schlappi, financial advisor Scottsdale AZ
Ryan Schlappi
CRD#: 5568244
16100 N. 71st Street, Suite 140, Scottsdale, AZ 85254

Ryan Schlappi (CRD# 5568244) is an Investment Advisor Representative working at Crewe Advisors in Scottsdale, AZ and has over 15 years of experience in the finance industry.

15
Louise Willmering, financial advisor Scottsdale AZ
Louise G. Willmering
CRD#: 2185274
16100 N. 71st Street, Suite 140, Scottsdale, AZ 85254

Louise Willmering (CRD# 2185274) is an Investment Advisor Representative working at Crewe Advisors in Scottsdale, AZ and has over 32 years of experience in the finance industry.

16
Kristi Yamano, financial advisor Scottsdale AZ
Kristi K. Yamano
CRD#: 4715859
16100 N. 71st Street, Suite 140, Scottsdale, AZ 85254

Kristi Yamano (CRD# 4715859) is an Investment Advisor Representative working at Crewe Advisors in Scottsdale, AZ and has over 20 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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