What is Crewe Advisors's NAICS code?

Crewe Advisors's NAICS code is 52 (Finance and Insurance).

Insights

High-Value Client Focus Crewe Advisors operates as a fee-based, independent SEC Registered Investment Advisor with a low client-to-professional ratio, indicating they serve a select number of high-net-worth families requiring personalized wealth management solutions.

Growth Potential With annual revenues estimated between 25 million and 50 million and a specialized team, Crewe Advisors presents opportunities to offer bespoke financial products and premium services tailored to affluent clients' complex needs.

Technology Integration The company's use of modern web technologies such as MySQL, Google Analytics, and Bootstrap suggests openness to innovative digital tools; integrating advanced financial tech solutions could further enhance client engagement and operational efficiency.

Market Positioning Compared to larger firms like Charles Schwab and Fidelity, Crewe Advisors offers a boutique, personalized service model which appeals to clients seeking dedicated attention, creating opportunities to differentiate through tailored financial strategies.

Client Acquisition Opportunities Targeting similar mid-sized financial firms with services that complement their offerings can foster strategic alliances, while showcasing Crewe’s focus on wealth preservation and legacy planning can attract ultra-high-net-worth prospects.

Crewe Advisors Tech Stack

Crewe Advisors uses 8 technology products and services including cdnjs, MySQL, Modernizr, and more. Explore Crewe Advisors's tech stack below.

cdnjs

Content Delivery Network

MySQL

Database

Modernizr

Javascript Libraries

jQuery Migrate

Javascript Libraries

Bootstrap

UI Frameworks

Google Analytics

Web Analytics

Gravity Forms

Web Platform Extensions

FitVids.js

Web Tools And Plugins

Crewe Advisors Email Formats	Example	Percentage
First@creweadvisors.com	John@creweadvisors.com	48%
FLast@creweadvisors.com	JDoe@creweadvisors.com	2%
First@creweadvisors.com	John@creweadvisors.com	48%
FLast@creweadvisors.com	JDoe@creweadvisors.com	2%

Crewe Advisors Email Formats

Example

Percentage

First@creweadvisors.com

John@creweadvisors.com

48%

FLast@creweadvisors.com

JDoe@creweadvisors.com

First@creweadvisors.com

John@creweadvisors.com

48%

FLast@creweadvisors.com

JDoe@creweadvisors.com

Frequently Asked Questions

Where is Crewe Advisors's headquarters located?

Crewe Advisors's main headquarters is located at 650 South Main Street Suite 700 Salt Lake City, Utah 84101 United States. The company has employees across 1 continents, including North America.

What is Crewe Advisors's phone number?

You can contact Crewe Advisors's main corporate office by phone at

+1-385-355-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Crewe Advisors's official website and social media links?

Crewe Advisors's official website is creweadvisors.com and has social profiles on LinkedIn.

What is Crewe Advisors's SIC code NAICS code?

Crewe Advisors's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Crewe Advisors have currently?

As of April 2026, Crewe Advisors has approximately 34 employees across 1 continents, including North America. Key team members include Chief Investment Officer: S. M.President & Chief Operating Officer: J. M.Head Of Portfolio Management: D. T.. Explore Crewe Advisors's employee directory with LeadIQ.

What industry does Crewe Advisors belong to?

Crewe Advisors operates in the Financial Services industry.

What technology does Crewe Advisors use?

Crewe Advisors's tech stack includes cdnjsMySQLModernizrjQuery MigrateBootstrapGoogle AnalyticsGravity FormsFitVids.js.

What is Crewe Advisors's email format?

Crewe Advisors's email format typically follows the pattern of First@creweadvisors.com. Find more Crewe Advisors email formats with LeadIQ.

When was Crewe Advisors founded?

Crewe Advisors was founded in 2015.

Crewe Advisors

Q: What is Crewe Advisors's official website and social media links?

Crewe Advisors's official website is creweadvisors.com. Crewe Advisors has social profiles on LinkedIn.

Q: How many employees does Crewe Advisors have currently?

Crewe Advisors has approximately 34 employees.

Q: What technology does Crewe Advisors use?

Crewe Advisors's tech stack includes oEmbed, UNIX, Microsoft, WordPress, RankMath SEO.

Financial ServicesUtah, United States11-50 Employees

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.

Insights

Similar companies to Crewe Advisors

Charles Schwab

Fidelity Investments

Vanguard

Goldman Sachs Personal Financial Management

Morgan Stanley Wealth Management

UBS

LPL Financial

Edward Jones

Crewe Advisors Tech Stack

Media & News

Crewe Advisors's Email Address Formats