Overview
Assets Under Management: $3.6 billion
Headquarters: BOULDER, CO
High-Net-Worth Clients: 177
Average Client Assets: $6.9 million
Frequently Asked Questions
CRESTONE ASSET MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108581), CRESTONE ASSET MANAGEMENT LLC is subject to fiduciary duty under federal law.
CRESTONE ASSET MANAGEMENT LLC is headquartered in BOULDER, CO.
CRESTONE ASSET MANAGEMENT LLC serves 177 high-net-worth clients according to their SEC filing dated September 27, 2024. View client details ↓
According to their SEC Form ADV, CRESTONE ASSET MANAGEMENT LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
CRESTONE ASSET MANAGEMENT LLC manages $3.6 billion in client assets according to their SEC filing dated September 27, 2024.
According to their SEC Form ADV, CRESTONE ASSET MANAGEMENT LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 177
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 33.95%
Average Client Assets: $6.9 million
Total Client Accounts: 760
Discretionary Accounts: 716
Non-Discretionary Accounts: 44
Regulatory Filings
CRD Number: 108581
Filing ID: 1904224
Last Filing Date: 2024-09-27 18:41:00