The William Allan Corporation

Larry Gurewitz is a financial advisor with The William Allan Corporation, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with The William Allan Corporation since 2014 and operates a separate tax preparation and accounting service under his own business. The William Allan Corporation provides investment advisory and planning services to individuals, high net worth clients, non-profits, trusts, and corporate accounts. The firm offers discretionary asset management and financial planning with an emphasis on individualized account supervision and fundamental analysis.

Marcus Crawshaw is a financial advisor at The William Allan Corporation with 24 years of industry experience. He holds a Series 65 designation and has been with the firm since 2014. The William Allan Corporation provides investment advisory and planning services to individuals, high net worth clients, non-profits, trusts, and corporate accounts. The firm offers discretionary asset management, financial planning, and consulting, managing over $185 million in client assets with an approach that includes individualized account supervision, fundamental analysis, and a combination of long-term investing and selective short-term strategies.

Jason Crawshaw is a financial advisor with The William Allan Corporation in Fort Collins, CO, holding a Series 65 designation and 24 years of industry experience. He has served at The William Allan Corporation since 2004 and is a partner at Crawshaw CPA's, Inc., a tax and accounting firm he has been involved with since 2017. The William Allan Corporation provides investment advisory and planning services to individuals, high net worth individuals, non-profits, trusts, and corporate accounts. The firm offers discretionary asset management and financial planning with an emphasis on individualized account supervision, fundamental analysis, and a range of investment strategies including long-term investing, short-term trading, and option writing.