KC
KC

Keith Crandall

9 Years of Experience
Sandy, UT

Keith Crandall is a registered investment advisor at Aclaime Asset Management, LLC, based in Sandy, UT, with 9 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing. Their firm serves 2 clients with $42M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$42.4M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

230 West Towne Ridge Parkway, Suite 520, Sandy, UT, 84070

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Keith is the Vice President of the Aclaime Group, LLC, which is the parent company of Aclaime Asset Management, LLC.

Employment History
Current Registrations
Aclaime Asset Management, LLC
April 2016 - Present · 10 yrs 1 mo
State Registrations1 state
UT
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Keith Crandall - Financial Advisor | TrueAdvisor