Joshua
Kunzler
Crewe Advisors
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About this Advisor
Joshua Kunzler is a financial advisor based in Salt Lake City, Utah, working with Crewe Advisors. Joshua has previously held positions at Crewe Capital, Brigham Young University, Chipr, The Church Of Jesus Christ Of Latter-Day Saints, and Reynolds Auto Care. Joshua has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Utah. Currently, Joshua is part of Crewe Advisors, which operates out of Salt Lake City, Utah. The firm has 1 office and 30 employees. The firm manages assets totaling $2.5 billion and serves charitable organizations and 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, and selection of other advisers. The fee structure at Crewe Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Crewe Advisors Brokerage Details
$2,512,342,970
30
1,711
$1,468,348
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Joshua Kunzler Work History
Crewe Capital
Brigham Young University
Chipr
Brigham Young University
The Church Of Jesus Christ Of Latter-Day Saints
Reynolds Auto Care
Disclosures
Please visit the SEC profile of Joshua Kunzler 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 Crewe Advisors
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
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