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CRESCAT PORTFOLIO MANAGEMENT LLC
44 Cook Street
Suite 100
Denver, Colorado 80206
Tel: 303-271-9997
About CRESCAT PORTFOLIO MANAGEMENT LLC
CRESCAT PORTFOLIO MANAGEMENT LLC, formally registered with the SEC as CRESCAT PORTFOLIO MANAGEMENT LLC. The firm was established in 04/02/2008. They have over 1 offices throughout the country.
CRESCAT PORTFOLIO MANAGEMENT LLC is a Denver, Colorado based Financial Planning firm with nearly $273,769,442 assets under management, offering retirement planning & investment advisory services to 156 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 139620 |
| SEC# | 801-69008 |
| Assets Managed by Firm | $273,769,442 |
| No. of Clients | 156 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 156 | $273,769,442 |
| Individuals (other than high net worth individuals) | 113 | $10,297,716 |
| High net worth individuals | 27 | $7,760,974 |
| Other investment advisers | 2 | $6,686,025 |
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