Crewe Capital

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
21
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 is classified in the available records as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. The firm’s profile does not position it as a capital allocator and it does not identify ESG investing as an area of emphasis. Records also indicate the firm does not provide pension consulting and is not listed as a related adviser. Available disclosures are sparse: the firm has not published details about its client base, fee schedule, or specific advisory activities.

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

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Aaron Montague

    Aaron Montague

    Chief of StaffCRD 8237928

  • Melissa Horsley

    Melissa Horsley

    CEOCRD 6920012

Contacts

3 of 19
  • Darren Siegrist

    Darren Siegrist

    DirectorCRD 6850810

  • Michael Bennett

    Michael Bennett

    Managing PartnerCRD 5408084

  • Robert King

    Robert King

    PartnerCRD 1608075

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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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