CRESCENT GROVE ADVISORS

100 North Field Drive
Suite 215
Lake Forest, Illinois 60045
Tel: 847-752-0292

About CRESCENT GROVE ADVISORS

CRESCENT GROVE ADVISORS, formally registered with the SEC as CRESCENT GROVE ADVISORS. The firm was established in 04/17/2014. They have over 3 offices throughout the country.

CRESCENT GROVE ADVISORS is a Lake Forest, Illinois based Financial Planning firm with nearly $4,455,148,440 assets under management, offering retirement planning & investment advisory services to 359 clients. The firm is staffed with 34 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	170912
SEC#	801-79577
Assets Managed by Firm	$4,455,148,440
No. of Clients	359
No. of Advisors	34

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	359	$4,455,148,440
Individuals (other than high net worth individuals)	56	$42,316,552
High net worth individuals	253	$4,130,941,674
Charitable organizations	18	$153,897,355
Corporations or other businesses	5	$75,254,449

More Retirement Planning firms in Lake Forest, Illinois:

Firm Name	Assets Under Management	Total Clients	Total Advisors
NORTHERN TRUST INVESTMENTS, INCORPORATED 50 S Lasalle Street Chicago, IL, 60603-1008	$1,016,556,943,580	41105	674
INVESCO CAPITAL MANAGEMENT LLC 3500 Lacey Road, Suite 700 Downers Grove, IL, 60515	$545,530,164,135	401	220
ENVESTNET PMC 150 North Riverside Plaza Suite 2050 Chicago, IL, 60606	$426,071,864,566	1821809	415
BALYASNY ASSET MANAGEMENT L.P. 444 W. Lake Street, 50th Floor Chicago, IL, 60606	$248,044,764,038	37	1857
NUVEEN ASSET MANAGEMENT, LLC 333 West Wacker Drive Chicago, IL, 60606	$239,614,971,441	59703	397

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