Creweadvisors.com

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Website: Creweadvisors.com
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Region: AZ
City: Phoenix
Postal Code: 85034
Latitude: 33.431900024414
Longitude: -112.01499938965
Area Code: 602
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Crewe Advisors LinkedIn

Linkedin.com   DA: 16 PA: 23 MOZ Rank: 39

  • 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

Crewe Advisors LLC Acquires 6,476 Shares Of Microsoft Co

Mayfieldrecorder.com   DA: 20 PA: 50 MOZ Rank: 71

  • Crewe Advisors LLC raised its position in Microsoft Co
  • (NASDAQ:MSFT) by 32.3% in the 1st quarter, according to the company in its most recent 13F filing with the SEC
  • The fund owned 26,532 shares of the software giant’s stock after buying an additional 6,476 shares during the period
  • Microsoft accounts for 1.6% of Crewe Advisors […]

CREWE ADVISORS LLC Top 13F Holdings

Whalewisdom.com   DA: 15 PA: 25 MOZ Rank: 42

  • Crewe Advisors is based out of Salt Lake City
  • Crewe Advisors is a large advisory firm with 201 clients and discretionary assets under management (AUM) of $567,497,157 (Form ADV from 2020-12-23)
  • Their last reported 13F filing for Q1 2021 included $403,164,000 in managed 13F securities and a top 10 holdings concentration of 80.55%.

Crewe Advisors Review 2021 Investor.com

Investor.com   DA: 12 PA: 27 MOZ Rank: 42

  • Crewe Advisors is headquartered in Salt Lake City, UT. Crewe Advisors offers financial advisor services in 7 states: California, Louisiana, Maine, Nevada, Texas, Utah, Washington
  • What is the average client balance at Crewe Advisors?

Crewe Advisors 136 E South Temple, Salt Lake City, UT

Yellowpages.com   DA: 19 PA: 47 MOZ Rank: 70

  • Get reviews, hours, directions, coupons and more for Crewe Advisors at 136 E South Temple, Salt Lake City, UT 84111
  • Search for other Investment Securities in Salt Lake City on The Real Yellow Pages®.

Crewe Advisors 136 E South Temple Salt Lake City, UT

Mapquest.com   DA: 16 PA: 33 MOZ Rank: 54

  • Crewe Advisors 136 E South Temple Salt Lake City UT 84111
  • Menu & Reservations Make Reservations
  • Order Online Tickets Tickets See Availability Directions {{::location.tagLine.value.text}} Sponsored Topics
  • Get directions, reviews and information for Crewe Advisors in Salt Lake City, UT

Crewe Advisors LLC Purchases 2,000 Shares Of First Trust

Mayfieldrecorder.com   DA: 20 PA: 50 MOZ Rank: 76

  • Crewe Advisors LLC grew its stake in First Trust Capital Strength ETF (NASDAQ:FTCS) by 1,818.2% during the 1st quarter, Holdings Channel.com reports
  • The firm owned 2,110 shares of the company’s stock after acquiring an additional 2,000 shares during the period
  • Crewe Advisors LLC’s holdings in First Trust Capital Strength ETF were worth $149,000 as of […]

Crewe Advisors LLC Top Holdings 13F Filings

Holdingschannel.com   DA: 23 PA: 37 MOZ Rank: 67

Crewe Advisors LLC Info: Size ($ in 1000's) At 03/31/2021: $403,164 At 12/31/2020: $249,833 Crewe Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Crewe Advisors LLC 13F filings.

Crewe Advisors 13F Filings And Top Holdings And Stakes

Stockzoa.com   DA: 12 PA: 25 MOZ Rank: 45

  • Crewe Advisors was a net buyer of stock by $139M
  • Crewe Advisors has $403M in assets under management (AUM), dropping by 61.37%
  • Central Index Key (CIK): 0001730033

Crewe Advisors LLC Buys Ensign

Gurufocus.com   DA: 17 PA: 50 MOZ Rank: 76

Investment company Crewe Advisors LLC (Current Portfolio) buys Ensign Group Inc, Pennant Group Inc, iShares Core S&P Mid-Cap ETF, JPMorgan Ultra-Short Income ETF, Invesco Preferred ETF, sells Pluralsight Inc, Kennametal Inc, VanEck Vectors Junior Gold Miners ETF, nLight Inc, Amphenol Corp during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Crewe Advisors

Agent Details Insurance Company And Agent Search

Secure.utah.gov   DA: 15 PA: 31 MOZ Rank: 56

Details for HALLIDAY, RYAN PAUL Agent Details Name HALLIDAY, RYAN PAUL Address 136 E SOUTH TEMPLE STE 2400 SALT LAKE CITY, UT 84111-1185 Business Phone

Amazon.com, Inc. (NASDAQ:AMZN) Shares Sold By Crewe

Thestockobserver.com   DA: 24 PA: 50 MOZ Rank: 85

  • Crewe Advisors LLC decreased its position in Amazon.com, Inc
  • (NASDAQ:AMZN) by 9.0% during the 3rd quarter, according to its most recent disclosure with the SEC
  • The fund owned 314 shares of the e-commerce giant’s stock after selling 31 shares during the period
  • Amazon.com comprises approximately 0.5% of Crewe Advisors LLC’s portfolio, making the stock its […]

Ryan Halliday Financial Advisor

Smartadvisormatch.com   DA: 21 PA: 43 MOZ Rank: 76

  • Ryan Halliday is an investment advisor who lives in Salt Lake City, Utah
  • Currently a registered advisor with Crewe Advisors, Halliday has 13 years of practice in the financial advisory industry
  • Halliday maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and a

Crewe Advisors LLC Has $856,000 Position In IShares

Theenterpriseleader.com   DA: 23 PA: 50 MOZ Rank: 86

  • Crewe Advisors LLC cut its stake in iShares Russell 3000 ETF (NYSEARCA:IWV) by 9.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC)
  • The fund owned 3,831 shares of the company’s stock after selling 385 shares during the period
  • iShares Russell 3000 ETF accounts for […]

Crewe Advisors 13F Annual Report (2021) – Wallmine.com

Jp.wallmine.com   DA: 15 PA: 28 MOZ Rank: 57

$248 million Assets Under Management (AUM) As of 20th January 2021, Crewe Advisors’s top holding is 1,531,818 shares of Pluralsight Inc currently worth over $32.1 million and ma

Crewe Advisors LLC Boosts Stake In The Procter & Gamble

Thestockobserver.com   DA: 24 PA: 50 MOZ Rank: 89

  • Crewe Advisors LLC lifted its stake in The Procter & Gamble Company (NYSE:PG) by 296.4% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC)
  • The institutional investor owned 777 shares of the company’s stock after purchasing an additional 581 shares during the period
  • Crewe Advisors LLC’s holdings […]

Ryan P. Halliday At Crewe Advisors Wealthminder

Wealthminder.com   DA: 20 PA: 50 MOZ Rank: 86

Ryan Halliday (CRD# 4033864) is an Investment Advisor Representative working at Crewe Advisors in Salt Lake City, UT and has over 20 years of experience in the finance industry.

Crewe Advisors LLC Raises Stock Position In Vanguard ESG

Theenterpriseleader.com   DA: 23 PA: 50 MOZ Rank: 90

  • Crewe Advisors LLC raised its stake in Vanguard ESG International Stock ETF (NYSEARCA:VSGX) by 56.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission
  • The institutional investor owned 104,593 shares of the company’s stock after buying an additional 37,867 shares during the period.

10 Best Financial Advisors In Utah (for 2019)

Carefulcents.com   DA: 20 PA: 50 MOZ Rank: 88

  • 3) Crewe Advisors Another choice from Salt Lake City , Crewe Advisors is a firm that has $523 million in assets under management
  • A younger firm (founded in 2014), they work almost exclusively with higher- net-worth -clients, and they specialize in handling their particular needs, whether in fiscal matters or in the murky waters where

Craig Nelson, Financial Advisor In St George, UT U.S

Money.usnews.com   DA: 16 PA: 48 MOZ Rank: 83

  • Craig Nelson is a financial advisor in St George, UT
  • He has been in practice for 12 years, the last 5 months at Crewe Advisors.

CREWE ADVISORS LLC Form ADV Details As Of 2018-02-05

Whalewisdom.com   DA: 15 PA: 21 MOZ Rank: 56

  • your SEC file number: 801-80723
  • If you have a number (“CRD Number”) assigned by the FINRA’s CRD system or by the IARD system, your CRD number 173920
  • Principal Office and Place of Business 136 E

Top 10 Hedge Funds Holding POWRU

Holdingschannel.com   DA: 23 PA: 27 MOZ Rank: 71

Crewe Advisors LLC Info: Top Stocks Held at 03/31/2021: ENSG, PNTG, IVV, SPY, IJH, More » Size ($ in 1000's) At 03/31/2021: $403,164 At 12/31/2020: $249,833 At 09/30/2020: $213,210 Crewe Advisors LLC Top Holdings

See How Diverse Teams Drive Better Business Results Led By

Siliconslopes.com   DA: 17 PA: 50 MOZ Rank: 89

  • Crewe Advisors Diana brings over 20 years of banking, financing and debt restructuring experience to Crewe Advisors
  • She specializes in complex financial planning to business owners, high net worth families, real estate investors, and trust beneficiaries in various areas of individual, fiduciary, non-profit, and wealth transfer strategies.

Wealth Management System

Wealth.emaplan.com   DA: 18 PA: 12 MOZ Rank: 53

  • © 2021 eMoney Advisor, LLC
  • | Software Version: 10.3.581.35315 | Terms of Use Security Privacy Notice Disclaimer

Megan Nielsen Slatter

Brightscope.com   DA: 19 PA: 50 MOZ Rank: 93

  • Megan Nielsen Slatter is a financial advisor with Crewe Advisors
  • Ask Megan Nielsen Slatter or our advisors a question, view Megan Nielsen Slatter's ratings, experience, qualifications, primary clients, articles or publications, professional designations, membership associations, firm services or practice areas, and misconducts or complaints.

Phillips 66 (NYSE:PSX) Shares Bought By Crewe Advisors LLC

Rocklandregister.com   DA: 20 PA: 50 MOZ Rank: 95

  • Crewe Advisors LLC grew its position in shares of Phillips 66 (NYSE:PSX) by 154.7% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission
  • The institutional investor owned 1,253 shares of the oil and gas company’s stock after buying an additional 761 shares during the quarter.

Janet Rogers Gonzales

Brightscope.com   DA: 19 PA: 50 MOZ Rank: 95

  • Janet Rogers Gonzales is a financial advisor with Crewe Advisors
  • Ask Janet Rogers Gonzales or our advisors a question, view Janet Rogers Gonzales's ratings, experience, qualifications, primary clients, articles or publications, professional designations, membership associations, firm services or practice areas, and misconducts or complaints.

GERN Institutional Ownership, Buyers

Fintel.io   DA: 9 PA: 12 MOZ Rank: 48

Major holders that have opened new positions in GERN / Geron Corporation include SBIO - ALPS Medical Breakthroughs ETF, Alps Advisors Inc, Shell Asset Management Co, Qube Research & Technologies Ltd, Platform Technology Partners, Piscataqua Savings Bank, Gladstone Institutional Advisory LLC, WealthTrust Axiom LLC, OMFS - Invesco Russell 2000(R) Dynamic Multifactor ETF, …

TPVG: TriplePoint Venture Growth BDC Corp.

Zacks.com   DA: 13 PA: 39 MOZ Rank: 80

  • TPVG: TriplePoint Venture Growth BDC Corp
  • Get the latest Price and Consensus Chart for TriplePoint Venture Growth BDC Corp

Truist Securiti Research Analysts Increase Earnings

Marketbeat.com   DA: 18 PA: 50 MOZ Rank: 97

  • Crewe Advisors LLC lifted its holdings in shares of Markel by 60.0% in the first quarter
  • Crewe Advisors LLC now owns 24 shares of the insurance provider's stock valued at $27,000 after buying an additional 9 shares during the period
  • Fieldpoint Private Securities LLC bought a new position in Markel during the fourth quarter valued at about

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