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Building 2MICHAEL J. CREW, INVESTMENT ADVISOR

Map pinFALMOUTH, MA
Phone508-548-2218
NotebookSEC #801-19835
Total AUM
$143.8M
Employees
3
Clients
138

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
205 WORCESTER COURT
C3
FALMOUTH
MA 02540
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
508-548-2218

ReceiptFinancials

Total AUM
$143.8M
Accounts
138
Discretionary
$0
Accounts
0
Non-Discretionary
$143.8M
Accounts
138

ContactClients

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Individual Clients
43
AUM
$21.3M
HNW Individual Clients
95
AUM
$122.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

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

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