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).
Total Assets Under Management80MILLION
Total Number of Accounts118ACCOUNTS
Average Account Value$679,357
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Katherine Gallagher (CRD# 5985440) is an Investment Advisor Representative working at Crest Investment Partners LLC in Palm Beach, FL and has over 4 years of experience in the finance industry.