1048 Pearl Street
Suite 450
Boulder, Colorado 80302
Tel: 303-442-4447
CRESTONE ASSET MANAGEMENT LLC, formally registered with the SEC as CRESTONE ASSET MANAGEMENT LLC. The firm was established in 05/22/2000. They have over 5 offices throughout the country.
CRESTONE ASSET MANAGEMENT LLC is a Boulder, Colorado based Financial Planning firm with nearly $3,646,520,228 assets under management, offering retirement planning & investment advisory services to 735 clients. The firm is staffed with 56 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 108581 |
SEC# | 801-57585 |
Assets Managed by Firm | $3,646,520,228 |
No. of Clients | 735 |
No. of Advisors | 56 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 735 | $3,646,520,228 |
High net worth individuals | 174 | $1,209,945,234 |
Charitable organizations | 3 | $117,655,009 |
Corporations or other businesses | 3 | $22,057,715 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$203,245,721,760 | 6667 | 1061 | |
$116,213,253,377 | 236022 | 874 | |
$64,938,342,319 | 89 | 78 | |
$63,514,278,950 | 136 | 59 | |
$54,431,410,714 | 101 | 260 |
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