CREWE ADVISORS - Financial Advisor in Utah, Salt Lake City

Tel: 385-355-2700 650 S. Main Street Suite 700 Salt Lake City, Utah 84101

About CREWE ADVISORS

CREWE ADVISORS is a Salt Lake City, Utah based financial advisory firm with nearly $1,620,494,059 in assets under management and provides investment advisory services for 1096 clients. There are currently 24 financial advisors at the firm.

General Information

Firm CRD#:

173920

Firm SEC#:

801-80723

Assets Under Management:

$1,620,494,059

No. of Clients:

1096

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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801-107042

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