CREWE CAPITAL
Firm details
- Headquarters
- SALT LAKE CITY , Utah
- CRD number
- 152527
- Registered since
- September 20, 2011
- Website
- crewe.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Aaron Montague
Chief of StaffCRD 8237928
Contacts
3 of 22Luther Woodard
DirectorCRD 6575571
RYAN BAILEY
AdvisorCRD 2890463
BRIAN BASIL
Managing DirectorCRD 4667556
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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