Crestone Asset Management LLC
Crestone Asset Management LLC (CRD# 108581) is a financial advisory firm headquartered in Boulder, CO. They manage $3,646,520,228 in 735 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management3,647MILLION
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Total Number of Accounts735ACCOUNTS
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Average Account Value$4,961,252
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based 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)
CA, CO, FL, IL, MA, MT, NE, OH, TX, UT, WI
Kevin Arnold (CRD# 6515975) 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.
Alyssa Do (CRD# 6481350) is an Investment Advisor Representative working at Crestone Asset Management LLC in Laguna Hills, CA and has over 8 years of experience in the finance industry.
Thomas Gallanis (CRD# 5679312) 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.
Koleton Gruber (CRD# 6534407) 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.
Eric Kramer (CRD# 1029933) is an Investment Advisor Representative working at Crestone Asset Management LLC in Boulder, CO and has over 41 years of experience in the finance industry.
Michael McGowan (CRD# 5745859) 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.
Emily Mears (CRD# 5979432) 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.
Matthew Wiles (CRD# 4418182) is an Investment Advisor Representative working at Crestone Asset Management LLC in Boulder, CO and has over 16 years of experience in the finance industry.
Daniel Barton (CRD# 5857432) is an Investment Advisor Representative working at Crestone Asset Management LLC in Boulder, CO and has over 4 years of experience in the finance industry.
Christine Basler (CRD# 7521515) is an Investment Advisor Representative working at Crestone Asset Management LLC in Boulder, CO and has 1 year of experience in the finance industry.