Crewe Capital

Broker-DealerFINRA MemberEst. 2011
Total AUM
—
Advisory reps
21
Avg account
$0

Firm details

Headquarters
Salt Lake City , Utah
CRD number
152527
Registered since
September 20, 2011
Website
crewe.com

Firm profile

FINTRX

Overview

Crewe Capital is set up as a limited liability company and is registered with the SEC; FINTRX records its registration year as 2011. The database classifies the firm as an investment bank and lists its owner type as a mix of a domestic entity and an individual. FINTRX also flags that the firm does not act as a capital allocator and is not identified as an active ESG investor. The firm has provided little public detail about its client mix, advisory services, fee schedule, or typical business activities. FINTRX does not identify Crewe Capital as a multi-state adviser or a pension consultant, and there are no related-adviser relationships noted in the profile.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Aaron Montague

    Aaron Montague

    Chief of StaffCRD 8237928

  • Melissa Horsley

    Melissa Horsley

    CEOCRD 6920012

Contacts

3 of 19
  • Darren Siegrist

    Darren Siegrist

    DirectorCRD 6850810

  • Michael Bennett

    Michael Bennett

    Managing PartnerCRD 5408084

  • Robert King

    Robert King

    PartnerCRD 1608075

Unlock 16 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth