CREWE CAPITAL

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
23
Avg account
$0

Firm details

Headquarters
SALT LAKE CITY , Utah
CRD number
152527
Registered since
September 20, 2011
Website
crewe.com

Firm profile

FINTRX

Overview

Crewe Capital is organized as a limited liability company and has been SEC-registered since 2011. The firm is classified as an investment bank rather than a traditional asset manager; ownership is reported as a combination of a domestic entity and an individual. Available records indicate Crewe Capital does not position itself as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser or pension consultant.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Aaron Montague

    Chief of StaffCRD 8237928

Contacts

3 of 22
  • Luther Woodard

    DirectorCRD 6575571

  • RYAN BAILEY

    AdvisorCRD 2890463

  • BRIAN BASIL

    Managing DirectorCRD 4667556

Unlock 19 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SALT LAKE CITY , UT

SALT LAKE

Location

SALT LAKE CITY , UT

Headquartered in SALT LAKE CITY , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
SALT LAKE
Address
650 S Main St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth