Crest Investment Partners LLC

Crest Investment Partners LLC (CRD# 159203) is a financial advisory firm headquartered in Palm Beach, FL. They manage $80,164,118 in 118 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
251 Royal Palm Way, Suite 500, Palm Beach, FL 33480
http://www.crestinvestmentpartners.com/
By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    118
    ACCOUNTS
  • Average Account Value
    $679,357
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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.

FL

Financial Advisors at Crest Investment Partners LLC
Showing 1 - 1 of 1 top financial advisors.
1
Katherine Gallagher, financial advisor Palm Beach FL
Katherine M. Gallagher
CRD#: 5985440
251 Royal Palm Way, Suite 500, Palm Beach, FL 33480
90
Wealthminder
score

Katherine Gallagher (CRD# 5985440) is an Investment Advisor Representative working at Crest Investment Partners LLC in Palm Beach, FL and has over 5 years of experience in the finance industry.

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