Peter
Baden

Crew Capital Management, LTD

CRD#2184899
Investment Advisor
in Cincinnati, OH

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About this Advisor

Peter Baden is a financial advisor based in Cincinnati, Ohio, working with Crew Capital Management, LTD. Peter has previously held positions at Ross, Sinclaire & Associates, Inc, Crew Capital Management, LTD, and F/M Investments LLC. Peter has passed the Series 63 regulatory exam and is registered to provide services in Ohio. Currently, Peter is part of Crew Capital Management, LTD, which operates out of Cincinnati, Ohio. The firm has 3 offices and 7 employees. The firm manages assets totaling $183.1 million and serves high-net-worth clients. 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, selection of other advisers, educational seminars, and other services. The fee structure at Crew Capital Management, LTD includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Services Offered

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, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

700 Walnut Street Suite 600
Cincinnati, OH 45202

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Crew Capital Management, LTD Brokerage Details

Total Assets Under Management

$183,099,087

Total Number of Employees

7

Total Number of Accounts

191

Average Account Size

$958,634

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
  • Educational seminars/workshops
  • Other

Peter Baden Work History

2020 - Present (4 years)

Crew Capital Management, LTD

2020 - Present (4 years)

F/M Investments LLC

2005 - 2020 (15 years)

Ross, Sinclaire & Associates, Inc

Disclosures

Please visit the SEC profile of Peter Baden 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 Crew Capital Management, LTD

Matthew Sathe
Cincinnati, OH
Andrew Jung
Cincinnati, OH
Adam Croll
Cincinnati, OH
Matthew Swendiman
Cincinnati, OH
Tyler Almeida
Cincinnati, OH
Daniel Schneider
Cincinnati, OH
Rick Bell
Covington, KY
Peter Baden
Cincinnati, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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