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CREWS & ASSOCIATES, INC.
LITTLE ROCK, AR
501-907-2000
SEC #801-128827Total AUM
$181.1M
Employees
145Clients
336Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4007 N RODNEY PARHAM ROAD
LITTLE ROCK
AR 72212
United States
LITTLE ROCK
AR 72212
United States
Operating Hours
8AM-5PM
Monday - Friday
Monday - Friday
Phone
501-907-2000
Other Offices
9
Financials
Total AUM
$181.1M
Accounts
336Discretionary
$0
Accounts
0Non-Discretionary
$181.1M
Accounts
336
Clients
Individual Clients
277AUM
$64.3M
HNW Individual Clients
49AUM
$98.6M
Charitable Organization Clients
6AUM
$12.5M
Insurance Company Clients
1AUM
$588.5K
Corporation or Business Clients
3AUM
$5M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
ALARAZCACODEFLLAMOMSNDNJNYOKPATNTXVAWI
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.