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CREWE ADVISORS
SALT LAKE CITY, UT
385-355-2700
SEC #801-80723Total AUM
$3.1B
Employees
32Clients
761Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
650 S. MAIN STREET
SUITE 700
SALT LAKE CITY
UT 84101
United States
SUITE 700
SALT LAKE CITY
UT 84101
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Monday - Friday
Phone
385-355-2700
Other Offices
1
Financials
Total AUM
$3.1B
Accounts
1,985Discretionary
$3B
Accounts
1,973Non-Discretionary
$10.2M
Accounts
12
Clients
Individual Clients
211AUM
$70.1M
HNW Individual Clients
303AUM
$1.7B
Pooled Vehicle Clients
1AUM
$21.8M
Pension/Profit Sharing Plan Clients
1AUM
$1.6M
Charitable Organization Clients
71AUM
$219.9M
Insurance Company Clients
1AUM
$8.9M
Corporation or Business Clients
173AUM
$1.1B
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AZCALAMEMINVTXUTVAWA
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.