Overview
Assets Under Management: $144 million
Headquarters: FALMOUTH, MA
High-Net-Worth Clients: 95
Average Client Assets: $1.3 million
Frequently Asked Questions
MICHAEL J. CREW, INVESTMENT ADVISOR is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #104877), MICHAEL J. CREW, INVESTMENT ADVISOR is subject to fiduciary duty under federal law.
MICHAEL J. CREW, INVESTMENT ADVISOR is headquartered in FALMOUTH, MA.
MICHAEL J. CREW, INVESTMENT ADVISOR serves 95 high-net-worth clients according to their SEC filing dated March 28, 2023. View client details ↓
According to their SEC Form ADV, MICHAEL J. CREW, INVESTMENT ADVISOR offers financial planning and portfolio management for individuals. View all service details ↓
MICHAEL J. CREW, INVESTMENT ADVISOR manages $144 million in client assets according to their SEC filing dated March 28, 2023.
According to their SEC Form ADV, MICHAEL J. CREW, INVESTMENT ADVISOR serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 95
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.17%
Average Client Assets: $1.3 million
Total Client Accounts: 138
Non-Discretionary Accounts: 138
Regulatory Filings
CRD Number: 104877
Filing ID: 1741133
Last Filing Date: 2023-03-28 09:44:00