CREST ROCK PARTNERS

100 Garfield St.
Suite 400
Denver, Colorado 80206
Tel: (303) 495-3598

About CREST ROCK PARTNERS

CREST ROCK PARTNERS, formally registered with the SEC as CREST ROCK PARTNERS. The firm was established in 08/15/2019. They have over 1 offices throughout the country.

CREST ROCK PARTNERS is a Denver, Colorado based Financial Planning firm with nearly $563,143,343 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305101
SEC#	801-117194
Assets Managed by Firm	$563,143,343
No. of Clients	3
No. of Advisors	14

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$563,143,343

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