CRESTWOOD ADVISORS

One Liberty Square
Suite 500
Boston, Massachusetts 02109
Tel: 617-523-8880

About CRESTWOOD ADVISORS

CRESTWOOD ADVISORS, formally registered with the SEC as CRESTWOOD ADVISORS. The firm was established in 01/01/2017. They have over 5 offices throughout the country.

CRESTWOOD ADVISORS is a Boston, Massachusetts based Financial Planning firm with nearly $5,692,226,263 assets under management, offering retirement planning & investment advisory services to 5231 clients. The firm is staffed with 57 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	286243
SEC#	801-108983
Assets Managed by Firm	$5,692,226,263
No. of Clients	5231
No. of Advisors	57

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops
Other (FAMILY OFFICE CONSULTING, CREDIT AND CASH MANAGEMENT SOLUTIONS, INSURANCE SOLUTIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	5231	$5,692,226,263
Individuals (other than high net worth individuals)	322	$124,527,181
High net worth individuals	789	$5,395,941,397
Pension and profit sharing plans	13	$25,346,352
Charitable organizations	3	$7,880,615
Corporations or other businesses	14	$138,530,718

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