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RILEY S. CROSBIE ADVISORY, LLC
CRD 336507 · SEC 801-136266
76 E 200 N, SUITE 110, LOGAN, UT, 84321, United States
Phone
435-752-5558
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$118.9M
Discretionary AUM
$118.9M
Team
3 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $4.6M |
| High net worth individuals | 76 | $103.7M |
| Pension/profit sharing plans | 3 | $9.0M |
| Corporations/business entities | 1 | $1.5M |
All web addresses on file
Official SEC filing: View on IAPD