Crewe Advisors, a Salt Lake City-based registered investment advisor, announced this week the addition of James Davenport to its team of financial advisors.
Davenport, himself a Salt Lake City-based advisor, joins Crewe from Integrated Financial Group, where he worked for more than 16 years, according to his Linked In page.
While Crewe’s announcement did not disclose Davenport’s assets under management, his addition is expected to help push the RIA’s total AUM over $2 billion this year.
“I’ve known the Crewe team for several years and have admired the business they’ve built. There was a true connection and parallels in the way we operate and serve clients,” said Davenport in comments released on Wednesday. “It’s energizing to bring our combined resources together to ultimately benefit our clients.”
Crewe relocated to Salt Lake City last year to accommodate its expansion, the announcement said.
Davenport will be joined at Crewe Advisors by a three-member support team connsisting of Mikaila Curtis, Brianna Newson and Tanner McQuiston.