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CROWDSTREET ADVISORS, LLC

98 San Jacinto Boulevard
Suite 400
Austin, Texas 78701
Tel: (888) 432-7693

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About CROWDSTREET ADVISORS, LLC

CROWDSTREET ADVISORS, LLC, formally registered with the SEC as CROWDSTREET ADVISORS, LLC. The firm was established in 11/15/2018. They have over 1 offices throughout the country.

CROWDSTREET ADVISORS, LLC is a Austin, Texas based Financial Planning firm with nearly $308,721,438 assets under management, offering retirement planning & investment advisory services to 30 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#299176
SEC#801-114281
Assets Managed by Firm$308,721,438
No. of Clients30
No. of Advisors17

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Selection for other advisors
  • Publication of periodicals and newsletters

Firm Client Information

No. of ClientsAUM
Firm Total30$308,721,438

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