Crewe Advisors is an investment advisor in Salt Lake City with $1.09 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
472675165
SEC advisor number
801-80723
FINRA CRD number
173920
AUM ?
$1.29 bn
(as of 7 Feb 24)
Accounts
1,044
(as of 7 Feb 24)
Employees
20
(14 investment advisory or research)
Address
Crewe Advisors
136 E. SOUTH TEMPLE
SUITE 2400
SALT LAKE CITY
UT 84111
136 E. SOUTH TEMPLE
SUITE 2400
SALT LAKE CITY
UT 84111
Phone
3853552700
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
28 Jul 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
27 Apr 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22
13F-HR
Quarterly holdings report by institutional manager
29 Oct 21