Crewe Advisors

Crewe Advisors

Financial Services 650 S. Main Street 32 employees
Employees
32
Contacts
3
Emails
3

Crewe Advisors Overview

Headquarters
650 S. Main Street
Industry
Financial Services
Employees
32
Founded
2015
Funding
3
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Crewe Advisors

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.

Crewe Advisors Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage

Crewe Advisors Org Chart

Sample employees and titles
Name Title Contact
Louise Goudy Willmering, Cfa Partner at Crewe Advisors
View
Ike Lewis
Email
Jason Miller, Cfp®, Cpwa® President & Chief Operating Officer at Crewe Advisors
Email
Dustin Thackeray, Cfa Crewe Advisors
Email

Employees by Management Level

Individual contributor 10 profiles
Associate / junior 3 profiles
Executive 2 profiles
Director 1 profile
Senior / Lead 1 profile
Intern / trainee 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 5 5 3
General 3 3 0
Sales 1 1 0

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