Crestone Asset Management LLC
Crestone Asset Management LLC (CRD# 108581) is a financial advisory firm headquartered in Boulder, CO. They manage $1,761,216,977 in 393 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management1,761MILLION
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Total Number of Accounts393ACCOUNTS
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Average Account Value$4,481,468
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CO
Eric Kramer (CRD# 1029933) is an Investment Advisor Representative working at Crestone Asset Management LLC in Boulder, CO and has over 35 years of experience in the finance industry. Eric Kramer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michael McGowan (CRD# 5745859) is an Investment Advisor Representative working at Crestone Asset Management LLC in Boulder, CO and has over 8 years of experience in the finance industry.
Jeremy Shevlin (CRD# 4839266) is an Investment Advisor Representative working at Crestone Asset Management LLC in Boulder, CO and has over 13 years of experience in the finance industry. Jeremy Shevlin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jeffrey Burney (CRD# 5199661) is an Investment Advisor Representative working at Crestone Asset Management LLC in Boulder, CO and has over 10 years of experience in the finance industry.
Zachary Hauer (CRD# 5948269) is an Investment Advisor Representative working at Crestone Asset Management LLC in Boulder, CO and has over 6 years of experience in the finance industry.
Emily Mears (CRD# 5979432) is an Investment Advisor Representative working at Crestone Asset Management LLC in Boulder, CO and has over 6 years of experience in the finance industry.
Anthony Te (CRD# 5956891) is an Investment Advisor Representative working at Crestone Asset Management LLC in Boulder, CO and has over 5 years of experience in the finance industry.
Matthew Wiles (CRD# 4418182) is an Investment Advisor Representative working at Crestone Asset Management LLC in Boulder, CO and has over 10 years of experience in the finance industry.
Kevin Arnold (CRD# 6515975) is an Investment Advisor Representative working at Crestone Asset Management LLC in Boulder, CO and has over 2 years of experience in the finance industry.
Andrew Ramsey (CRD# 6411960) is an Investment Advisor Representative working at Crestone Asset Management LLC in Boulder, CO and has over 2 years of experience in the finance industry.