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Ashley Ann Landon

Crewe Advisors

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About Ashley Ann Landon

Ashley Landon is an investment advisor representative at Crewe Advisors. Ashley has been in the financial services industry since 2012. Prior to joining Crewe Advisors, Ashley worked at Five Prime Advisors, LLC and Silber Bennett Financial, Inc. Ashley is licensed in Utah and has a Series 65, SIE, and Series 99 license. Ashley's areas of specialization include portfolio management for individuals, portfolio management for businesses, financial planning, and selection of other advisors. Ashley Landon is an experienced financial advisor with a strong understanding of the investment industry.

Firm Information

Ashley Landon is currently registered with Crewe Advisors. Crewe Advisors is an investment advisor headquartered in Salt Lake City, UT. They provide financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. The firm manages approximately $1.62 billion in assets for 1,096 accounts.
Crewe Advisors

650 S. MAIN STREET

SALT LAKE CITY, UT 84101

$1.62B

Assets Under Management

2

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ashley Landon’s Registration & Firm History

UT

03/15/2017 - Present

Crewe Advisors (SALT LAKE CITY UT)

UT

07/29/2015 - 10/23/2015

FIVE PRIME ADVISORS, LLC (Salt Lake City UT)

UT

02/14/2014 - 07/17/2015

SILBER BENNETT FINANCIAL, INC. (SALT LAKE CITY UT)

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Licenses & Designations

IA

Issued 03/14/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/23/2015

SIE - Securities Industry Essentials Examination

BC

Issued 02/13/2014

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ashley Ann Landon.
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