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 11 - 15 of 15 top financial advisors.
11
James Wood, financial advisor Lake Forest IL
James M. Wood
CRD#: 2781526
100 North Field Drive, Suite 215, Lake Forest, IL 60045

James Wood (CRD# 2781526) is an Investment Advisor Representative working at Crescent Grove Advisors in Lake Forest, IL and has over 27 years of experience in the finance industry.

12
Donald Wright, financial advisor Atlanta GA
Donald A. Wright
CRD#: 4187472
3399 Peachtree Road Ne, Suite 1700, Atlanta, GA 30326

Donald Wright (CRD# 4187472) is an Investment Advisor Representative working at Crescent Grove Advisors in Atlanta, GA and has over 23 years of experience in the finance industry.

13
Eric Schmitz, financial advisor Lake Forest IL
Eric R. Schmitz
CRD#: 6482418
100 North Field Drive, Suite 215, Lake Forest, IL 60045

Eric Schmitz (CRD# 6482418) is an Investment Advisor Representative working at Crescent Grove Advisors in Lake Forest, IL and has over 8 years of experience in the finance industry.

14
Shanna Venne, financial advisor Lake Forest IL
Shanna M. Venne
CRD#: 4748119
100 North Field Drive, Suite 215, Lake Forest, IL 60045

Shanna Venne (CRD# 4748119) 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.

15
Dustin Wolk, financial advisor Milwaukee WI
Dustin J. Wolk
CRD#: 7344231
313 Plankinton Avenue, Suite 216, Milwaukee, WI 53203

Dustin Wolk (CRD# 7344231) is an Investment Advisor Representative working at Crescent Grove Advisors in Milwaukee, WI and has 1 year 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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