Crestone Asset Management LLC

Crestone Asset Management LLC (CRD# 108581) is a financial advisory firm headquartered in Boulder, CO. They manage $2,949,776,621 in 491 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,950
    MILLION
  • Total Number of Accounts
    491
    ACCOUNTS
  • Average Account Value
    $6,007,692
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
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.

CO

Financial Advisors at Crestone Asset Management LLC
Showing 1 - 10 of 12 top financial advisors.
1
Kevin R. Arnold
CRD#: 6515975
1048 Pearl Street, Suite 450, Boulder, CO 80302

Kevin Arnold (CRD# 6515975) 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.

2
Jeffrey J. Burney
CRD#: 5199661
1048 Pearl Street, Suite 450, Boulder, CO 80302

Jeffrey Burney (CRD# 5199661) 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.

3
Thomas P. Gallanis
CRD#: 5679312
1048 Pearl Street, Suite 450, Boulder, CO 80302

Thomas Gallanis (CRD# 5679312) 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.

4
Eric J. Kramer
CRD#: 1029933
1048 Pearl Street, Suite 450, Boulder, CO 80302

Eric Kramer (CRD# 1029933) is an Investment Advisor Representative working at Crestone Asset Management LLC in Boulder, CO and has over 38 years of experience in the finance industry.

5
Michael L. McGowan
CRD#: 5745859
1048 Pearl Street, Suite 450, Boulder, CO 80302

Michael McGowan (CRD# 5745859) 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.

6
Emily J. Mears
CRD#: 5979432
1048 Pearl Street, Suite 450, Boulder, CO 80302

Emily Mears (CRD# 5979432) 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.

7
Matthew A. Wiles
CRD#: 4418182
1048 Pearl Street, Suite 450, Boulder, CO 80302

Matthew Wiles (CRD# 4418182) is an Investment Advisor Representative working at Crestone Asset Management LLC in Boulder, CO and has over 12 years of experience in the finance industry.

8
Daniel W. Barton
CRD#: 5857432
1048 Pearl Street, Suite 450, Boulder, CO 80302

Daniel Barton (CRD# 5857432) is an Investment Advisor Representative working at Crestone Asset Management LLC in Boulder, CO and has 1 year of experience in the finance industry.

9
Bliss Bernal
CRD#: 5890106
1048 Pearl Street, Suite 450, Boulder, CO 80302

Bliss Bernal (CRD# 5890106) is an Investment Advisor Representative working at Crestone Asset Management LLC in Boulder, CO and has 1 year of experience in the finance industry.

10
Taylor D. Gitcho
CRD#: 5456480
1048 Pearl Street, Suite 450, Boulder, CO 80302

Taylor Gitcho (CRD# 5456480) is an Investment Advisor Representative working at Crestone Asset Management LLC in Boulder, CO and has 1 year of experience in the finance industry.

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