KC

Keith C. Crandall

ACLAIME ASSET MANAGEMENT
Sandy, UT 84070
Some features on this profile are disabled
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.
The advisor shows no other business activity.

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®
None

Experience


Current

April 7, 2016 - Present

ACLAIME ASSET MANAGEMENT, LLC

Office #1: 230 West Towne Ridge Parkway Suite 520, Sandy, UT 84070
RIA
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)

Exams


State Security Law Exam

Current Firm


AA
ACLAIME ASSET MANAGEMENT, LLC
ACLAIME ASSET MANAGEMENT, LLC | ACLAIME MANAGERS, LLC | ACLAIME MANAGERS

CRD#: 159661 / SEC#:

Utah
Registered Investment Advisory firm - (5/28/2014 Approved)
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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 Accounts2
AUM (Assets Under Management)$ 42,419,595

Red Flags


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Company Information


ACLAIME ASSET MANAGEMENT, LLC

CRD#: 159661Sandy, UT 84070

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