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Building 2RILEY S. CROSBIE ADVISORY, LLC

Map pinLOGAN, UT
Phone435-752-5558
NotebookSEC #801-136266
Total AUM
$118.9M
Employees
3
Clients
101

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
76 E 200 N
SUITE 110
LOGAN
UT 84321
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
435-752-5558

ReceiptFinancials

Total AUM
$118.9M
Accounts
328
Discretionary
$118.9M
Accounts
328
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
21
AUM
$4.6M
HNW Individual Clients
76
AUM
$103.7M
Pension/Profit Sharing Plan Clients
3
AUM
$9M
Corporation or Business Clients
1
AUM
$1.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
UT

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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