Crewe Capital

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
23
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 organized as a limited liability company and has been SEC-registered since 2011. FINTRX classifies the firm as an investment bank and lists its ownership as a combination of a domestic entity and an individual. The profile indicates the firm does not operate as a capital allocator and is not identified as an active ESG investor. Regulatory and service flags in the snapshot show Crewe Capital is not listed as a multi-state adviser, not newly formed, and is not described as providing pension consulting or operating as a related adviser. The dataset does not supply details about the firm’s core business lines, client types, or day-to-day advisory activities.

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 21
  • Darren Siegrist

    Darren Siegrist

    DirectorCRD 6850810

  • Michael Bennett

    Michael Bennett

    Managing PartnerCRD 5408084

  • Robert King

    Robert King

    PartnerCRD 1608075

Unlock 18 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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