Crestone Asset Management LLC

Crestone Asset Management LLC (CRD# 108581) is a financial advisory firm headquartered in Boulder, CO. They manage $4,174,504,233 in 665 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
1048 Pearl Street, Suite 450, Boulder, CO 80302
https://www.instagram.com/crestonecapital/
By the Numbers
  • Total Assets Under Management
    4,175
    MILLION
  • Total Number of Accounts
    665
    ACCOUNTS
  • Average Account Value
    $6,277,450
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.

CA, CO, FL, KS, MA, MT, OH, TX, UT

Financial Advisors at Crestone Asset Management LLC
Showing 1 - 10 of 26 top financial advisors.
1
Kevin Arnold, financial advisor Boulder CO
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 6 years of experience in the finance industry.

2
Alyssa Do, financial advisor Laguna Hills CA
Alyssa C. Do
CRD#: 6481350
Laguna Hills, CA

Alyssa Do (CRD# 6481350) is an Investment Advisor Representative working at Crestone Asset Management LLC in Laguna Hills, CA and has over 6 years of experience in the finance industry.

3
Thomas Gallanis, financial advisor Boulder CO
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 3 years of experience in the finance industry.

4
Koleton Gruber, financial advisor Boulder CO
Koleton Gruber
CRD#: 6534407
1048 Pearl Street, Suite 450, Boulder, CO 80302

Koleton Gruber (CRD# 6534407) 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.

5
Eric Kramer, financial advisor Boulder CO
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 39 years of experience in the finance industry.

6
Michael McGowan, financial advisor Boulder CO
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 12 years of experience in the finance industry.

7
Emily Mears, financial advisor Boulder CO
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 10 years of experience in the finance industry.

8
Matthew Wiles, financial advisor Boulder CO
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 14 years of experience in the finance industry.

9
Abby Barlow, financial advisor Boulder CO
Abby O. Barlow
CRD#: 7321041
1048 Pearl Street, Suite 450, Boulder, CO 80302

Abby Barlow (CRD# 7321041) 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
Daniel Barton, financial advisor Boulder CO
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 over 2 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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