Crescent Grove Advisors

Crescent Grove Advisors (CRD# 170912) is a financial advisory firm headquartered in Lake Forest, IL. They manage $4,455,148,440 in 359 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
100 North Field Drive, Suite 215, Lake Forest, IL 60045
http://crescentgroveadvisors.com
By the Numbers
  • Total Assets Under Management
    4,455
    MILLION
  • Total Number of Accounts
    359
    ACCOUNTS
  • Average Account Value
    $12,409,884
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IL, MA, MN, MO, NH, NY, PA, SC, TX, VA, WI

Financial Advisors at Crescent Grove Advisors
Showing 1 - 10 of 15 top financial advisors.
1
Christopher Durham, financial advisor Atlanta GA
Christopher B. Durham
CRD#: 6031115
3284 Northside Parkway Nw, Suite 495, Atlanta, GA 30327

Christopher Durham (CRD# 6031115) is an Investment Advisor Representative working at Crescent Grove Advisors in Atlanta, GA and has over 5 years of experience in the finance industry.

2
Gary Gawryleski, financial advisor Lake Forest IL
Gary P. Gawryleski
CRD#: 4887855
100 North Field Drive, Suite 215, Lake Forest, IL 60045

Gary Gawryleski (CRD# 4887855) is an Investment Advisor Representative working at Crescent Grove Advisors in Lake Forest, IL and has over 19 years of experience in the finance industry.

3
Gregg George, financial advisor Lake Forest IL
Gregg W. George
CRD#: 2962011
100 North Field Drive, Suite 215, Lake Forest, IL 60045

Gregg George (CRD# 2962011) is an Investment Advisor Representative working at Crescent Grove Advisors in Lake Forest, IL and has over 25 years of experience in the finance industry.

4
Christopher Jauch, financial advisor Lake Forest IL
Christopher M. Jauch
CRD#: 4648610
100 North Field Drive, Suite 215, Lake Forest, IL 60045

Christopher Jauch (CRD# 4648610) is an Investment Advisor Representative working at Crescent Grove Advisors in Lake Forest, IL and has over 20 years of experience in the finance industry.

5
David Keevins, financial advisor Lake Forest IL
David S. Keevins
CRD#: 2194433
100 North Field Drive, Suite 215, Lake Forest, IL 60045

David Keevins (CRD# 2194433) is an Investment Advisor Representative working at Crescent Grove Advisors in Lake Forest, IL and has over 31 years of experience in the finance industry.

6
Nicholas Kochanski, financial advisor Lake Forest IL
Nicholas H. Kochanski
CRD#: 4608208
100 North Field Drive, Suite 215, Lake Forest, IL 60045

Nicholas Kochanski (CRD# 4608208) is an Investment Advisor Representative working at Crescent Grove Advisors in Lake Forest, IL and has over 21 years of experience in the finance industry.

7
Andrew Krei, financial advisor Lake Forest IL
Andrew S. Krei
CRD#: 5967208
100 North Field Drive, Suite 215, Lake Forest, IL 60045

Andrew Krei (CRD# 5967208) is an Investment Advisor Representative working at Crescent Grove Advisors in Lake Forest, IL and has over 12 years of experience in the finance industry.

8
Robert Peterson, financial advisor Lake Forest IL
Robert T. Peterson
CRD#: 4540524
100 North Field Drive, Suite 215, Lake Forest, IL 60045

Robert Peterson (CRD# 4540524) is an Investment Advisor Representative working at Crescent Grove Advisors in Lake Forest, IL and has over 21 years of experience in the finance industry.

9
Mitchell Prosk, financial advisor Lake Forest IL
Mitchell A. Prosk
CRD#: 4170500
100 North Field Drive, Suite 215, Lake Forest, IL 60045

Mitchell Prosk (CRD# 4170500) is an Investment Advisor Representative working at Crescent Grove Advisors in Lake Forest, IL and has over 23 years of experience in the finance industry.

10
Elizabeth Watkins, financial advisor Lake Forest IL
Elizabeth A. Watkins
CRD#: 2272542
100 North Field Drive, Suite 215, Lake Forest, IL 60045

Elizabeth Watkins (CRD# 2272542) is an Investment Advisor Representative working at Crescent Grove Advisors in Lake Forest, IL and has over 16 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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