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).

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 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 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 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
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 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 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 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 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 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 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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