Brendan
Crews
Daviman Financial, LLC
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About this Advisor
Brendan Crews is a financial advisor based in Noblesville, Indiana, working with Daviman Financial, LLC. Brendan has previously held positions at New York Life Insurance Co, Nylife Securities LLC, Eagle Strategies LLC, and Daviman Financial, LLC. Brendan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Indiana. Currently, Brendan is part of Daviman Financial, LLC, which operates out of Noblesville, Indiana. The firm has 3 employees and manages assets totaling $103.6 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Daviman Financial, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Daviman Financial, LLC Brokerage Details
$103,572,836
3
495
$209,238
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Brendan Crews Work History
Daviman Financial, LLC
Eagle Strategies LLC
New York Life Insurance Co
Nylife Securities LLC
Disclosures
Please visit the SEC profile of Brendan Crews to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Daviman Financial, LLC
Noblesville, IN
Noblesville, IN
Noblesville, IN
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