Disclosures
Crewe is the marketing name for Crewe Capital, LLC and Crewe Advisors. Investment advisory and fiduciary activities are performed by Crewe Advisors, an SEC registered Investment Advisor. Securities-related services, including M&A advisory for transactions involving stock or debt and private capital raising, are offered through Crewe Capital, LLC. Crewe Capital, LLC is a registered broker-dealer with the U.S. Securities and Exchange Commission (www.sec.gov), a member of the Securities Investor Protection Corporation (SIPC.org), and a member of the Financial Industry Regulatory Authority (finra.org). You may find information on the background of Crewe Capital, LLC and its financial professionals on FINRA’s BrokerCheck website: brokercheck.finra.org. Investing involves risk, including the possible loss of principal. Past performance is no guarantee of future results and no investment or financial planning strategy can guarantee profit or protection. Neither Crewe Advisors or its financial advisors provide legal, tax, or accounting advice to clients. Please consult your own legal and/or tax advisors in connection with financial decisions.
Crewe Advisors is a registered investment advisor located in Salt Lake City, Utah. This web site should not be construed by any consumer and/or prospective client as Crewe Advisors’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Crewe Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Crewe Advisors’ web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein.
For information pertaining to the registration status of Crewe Advisors, please contact the SEC via their website adviserinfo.sec.gov. A copy of Crewe Advisors’ current written disclosure statement discussing Crewe Advisors’ business operations, services, and fees is available at the SEC’s investment adviser public information website – adviserinfo.sec.gov or from Crewe Advisors upon written request. Crewe Advisors is not a law firm or an accounting firm and does not provide legal or accounting advice.
Investment Banking
Salt Lake City
650 S Main St, Suite 777
Salt Lake City, UT 84101
(385) 322-3100 | ib@crewe.com
New York City
1540 Broadway, Suite 1010
New York, NY 10036
(385) 322-3100 | ib@crewe.com
Denver
4500 E Cherry Creek South Drive, Suite 1090
Denver, CO 80246
(385) 322-3100 | ib@crewe.com
Private Wealth Management
Salt Lake City
650 S Main St, Suite 700
Salt Lake City, UT 84101
(385) 355-2700 | info@crewe.com
Scottsdale
16100 N 71st Street, Suite 140
Scottsdale, AZ 85254
(480) 944-5654 | info@crewe.com
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