Crewe Advisors is a multi-family office, operating as a fee-based independent SEC Registered Investment Advisor. Teams work with limited amount of clients ensuring a low client-to-professional ratio, allowing a great deal of focus and attention to each client family. Crewe’s team of professionals represent complementary skill sets and experience across multiple disciplines. The multi-family office provides similar benefits afforded to single family offices in a more cost effective, synergistic structure. Crewe Advisors seeks to protect and grow existing wealth, plan for future generations, and simplify the lives of clients.
View Top Employees from Crewe AdvisorsWebsite | https://creweadvisors.com/ |
Revenue | $2 million |
Employees | 27 (27 on RocketReach) |
Founded | 2015 |
Address | 650 S. Main Street Suite 700, Salt Lake City, Utah 84101, US |
Phone | (385) 355-2700 |
Technologies |
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Industry | Financial Services, Brokerage, Finance |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
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The Crewe Advisors annual revenue was $2 million in 2024.
Ryan Halliday is the Managing Partner of Crewe Advisors.
27 people are employed at Crewe Advisors.
Crewe Advisors is based in Salt Lake City, Utah.
The NAICS codes for Crewe Advisors are [5239, 52393, 52, 523].
The SIC codes for Crewe Advisors are [628, 62].