Crewe Advisors
Financial Services
650 S. Main Street
32 employees
- Employees
- 32
- Contacts
- 3
- Emails
- 3
Crewe Advisors Overview
- Headquarters
- 650 S. Main Street
- Website
- creweadvisors.com
- Industry
- Financial Services
- Employees
- 32
- Founded
- 2015
- Funding
- 3
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Louise Goudy Willmering, Cfa | Partner at Crewe Advisors |
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|
|
| Ike Lewis | Lehi, Utah, United States |
Email
|
|
| Jason Miller, Cfp®, Cpwa® | President & Chief Operating Officer at Crewe Advisors | Salt Lake City, Utah, United States |
Email
|
| Dustin Thackeray, Cfa | Crewe Advisors | United States |
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 | Phone | |
|---|---|---|---|
| Executive | 5 | 5 | 3 |
| General | 3 | 3 | 0 |
| Sales | 1 | 1 | 0 |
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