Crescita Capital LLC

Crescita Capital LLC (CRD# 174990) is a financial advisory firm headquartered in Bellevue, WA. They manage $5,000,000 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $714,286
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Crescita Capital LLC
Showing 1 - 4 of 4 top financial advisors.
1
George B. Kauffman
CRD#: 1842005
11820 Northrup Way, Suite E101, Bellevue, WA 98005
96
Wealthminder
score

George Kauffman (CRD# 1842005) is an Investment Advisor Representative working at Crescita Capital LLC in Bellevue, WA and has over 28 years of experience in the finance industry.

2
Carolyn M. Pile
CRD#: 4332656
11820 Northrup Way, Suite E101, Bellevue, WA 98005
93
Wealthminder
score

Carolyn Pile (CRD# 4332656) is an Investment Advisor Representative working at Crescita Capital LLC in Bellevue, WA and has over 15 years of experience in the finance industry.

3
Jeffrey B. Kauffman
CRD#: 2862943
11820 Northrup Way, Suite E101, Bellevue, WA 98005
90
Wealthminder
score

Jeffrey Kauffman (CRD# 2862943) is an Investment Advisor Representative working at Crescita Capital LLC in Bellevue, WA and has over 5 years of experience in the finance industry.

4
Allan T. Argosino
CRD#: 2720277
11820 Northrup Way, Suite E101, Bellevue, WA 98005
71
Wealthminder
score

Allan Argosino (CRD# 2720277) is an Investment Advisor Representative working at Crescita Capital LLC in Bellevue, WA and has over 20 years of experience in the finance industry.

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