Crestline Capital, LLC

Crestline Capital, LLC (CRD# 140794) is a financial advisory firm headquartered in , . They manage $34,800,000 in 34 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $1,023,529
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

OR

Financial Advisors at Crestline Capital, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael A. Moore
CRD#: 1567726
Lake Oswego, OR
93
Wealthminder
score

Michael Moore (CRD# 1567726) is an Investment Advisor Representative working at Crestline Capital, LLC in Lake Oswego, OR and has over 13 years of experience in the finance industry.

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