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CRESTONE ASSET MANAGEMENT LLC

1048 Pearl Street
Suite 450
Boulder, Colorado 80302
Tel: 303-442-4447

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About CRESTONE ASSET MANAGEMENT LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#108581
SEC#801-57585
Assets Managed by Firm$3,646,520,228
No. of Clients735
No. of Advisors56

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total735$3,646,520,228
High net worth individuals174$1,209,945,234
Charitable organizations3$117,655,009
Corporations or other businesses3$22,057,715

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