Crestmont Advisors, LLC

Crestmont Advisors, LLC (CRD# 164795) is a financial advisory firm headquartered in Mill Valley, CA. They manage $12,700,000 in 72 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $176,389
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • 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.

CA

Financial Advisors at Crestmont Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Richard J. Cohn
CRD#: 1185303
591 Redwood Highway, Suite 5280, Mill Valley, CA 94941
93
Wealthminder
score

Richard Cohn (CRD# 1185303) is an Investment Advisor Representative working at Crestmont Advisors, LLC in Mill Valley, CA and has over 16 years of experience in the finance industry.

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