Crew Michael John (Falmouth)

Crew Michael John is a large advisory firm based in Falmouth. It manages $173.1 million of regulatory assets for 109 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.

Crew Michael John provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Crew Michael John: assets under management

The assets under management (AUM) of Crew Michael John is $173.1 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 390% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $173.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.59 million each.

Investments

The firm invests in exchange traded securities the most. They account for 48% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 42% of the firm’s portfolio. Investments in other assets form 10% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Crew Michael John for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Michael John Crew serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Michael John Crew is high net worth individuals with 59 clients and $151.53 million of assets under management. Among the 8 most similar advisory firms, Crew Michael John has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $173.1 million for 109 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Crew Michael John doesn't advise any private funds.

Careers at Crew Michael John

The company employs 3 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Michael John Crew has been acting as President since 1 Mar 1981. Nancy Teresa Thrasher joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael John Crew	President	1 Mar 1981	75% - 100%	4342203
Nancy Teresa Thrasher	Chief compliance officer	1 Jun 2002	Other	5030028

Based in Falmouth

The principal office where Crew Michael John performs its advisory services is located at 205 Worcester Court, Falmouth, MA 02540, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 508-548-2218 or by fax 508-548-2289. The normal business hours are 9 am - 5 pm on Monday - Friday.