Crewe Advisors
Utah
Registered In
09/02/2021
Incorp. Date
Company Summary
Crewe Advisors at 136 E South Temple STE 2400, Salt Lake City, Ut 84111 lists Ryan Halliday of Kaysville, UT.
- Registered In
- Utah
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Dba
- Status
- Active - Current
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Ryan Halliday
Registered Agent
|
581 WINDSOR LN STE 2400, KAYSVILLE, UT 84037
|
|
136 E SOUTH TEMPLE STE 2400, SALT LAKE CITY, UT 84111
View Map
|
Financial Information for Crewe Advisors
Form 5500
CREWE ADVISORS, LLC
650 South Main Street Suite 700, Salt Lake City, Ut 84101 (385) 355-2700 EIN:47-2675165 Plan Admin:Guideline, Inc.| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCREWE ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY16 / 21 Assets BOY/EOY$459,173 / $927,027 | 2023 | CREWE ADVISORS 401(K) PLAN - Plan #001 | 16 / 21 | $459,173 / $927,027 |
| 2022 | Plan NameCREWE ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY12 / 16 Assets BOY/EOY$335,369 / $459,173 | 2022 | CREWE ADVISORS 401(K) PLAN - Plan #001 | 12 / 16 | $335,369 / $459,173 |
| 2021 | Plan NameCREWE ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$185,676 / $335,369 | 2021 | CREWE ADVISORS 401(K) PLAN - Plan #001 | 11 / 12 | $185,676 / $335,369 |
| 2020 | Plan NameCREWE ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY0 / 11 Assets BOY/EOY$0 / $185,676 | 2020 | CREWE ADVISORS 401(K) PLAN - Plan #001 | 0 / 11 | $0 / $185,676 |
Benefit & Retirement Plans based on Form 5500.
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Crewe Advisors LLC
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Person/City Match:Ryan Halliday - Kaysville, UT
|
HH 2007, LLC
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|
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Address Match:136 E South Temple Ste 2400 Salt Lake City, UT
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The following government agencies have contributed data:
Utah Division of Corporations and Commercial Code U.S. Department of Labor
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