CRYSTAL ROCK CAPITAL MANAGEMENT, LLC.

2201 Waukegan Road
Suite 245
Bannockburn, Illinois 60015
Tel: 847-282-7010

About CRYSTAL ROCK CAPITAL MANAGEMENT, LLC.

CRYSTAL ROCK CAPITAL MANAGEMENT, LLC, formally registered with the SEC as CRYSTAL ROCK CAPITAL MANAGEMENT, LLC. The firm was established in 02/13/2012. They have over 2 offices throughout the country.

CRYSTAL ROCK CAPITAL MANAGEMENT, LLC. is a Bannockburn, Illinois based Financial Planning firm with nearly $178,029,292 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	157296
SEC#	801-73129
Assets Managed by Firm	$178,029,292
No. of Clients	3
No. of Advisors	4

Fee Structure

A percentage of AUM
Other (INCENTIVE ALLOCATIONS)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$178,029,292
High net worth individuals	Fewer than 5 clients	$40,584,593

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