KC
Keith C. Crandall
ACLAIME ASSET MANAGEMENT
Sandy, UT 84070
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CRD#: 5485287
KC
Professional summary
Keith Craig Crandall is a registered financial advisor currently at ACLAIME ASSET MANAGEMENT, LLC located in Sandy, Utah.
Keith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Keith has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Vice President of the Aclaime Group, LLC, parent company of Aclaime Asset Management, LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Keith Craig Crandall's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 7, 2016 - Present
ACLAIME ASSET MANAGEMENT, LLC
Office #1: 230 West Towne Ridge Parkway Suite 520, Sandy, UT 84070RIA
CRD#: 159661
Sandy, UT
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Utah(4/7/2016)
Current Firm
AA
ACLAIME ASSET MANAGEMENT, LLC
ACLAIME ASSET MANAGEMENT, LLC | ACLAIME MANAGERS, LLC | ACLAIME MANAGERS
CRD#: 159661 / SEC#:
Utah
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Contact information
Main Address
230 West Towne Ridge Parkway Suite 520, Sandy, UT 84070
Mailing Address
Po Box 708755, Sandy, UT 84070
Phone number
(866) 888-9992
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 2 |
| AUM (Assets Under Management) | $ 42,419,595 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
