Crestview Partners

Crestview Partners (CRD# 157488) is a financial advisory firm headquartered in New York, NY. They manage $6,770,255,310 in 21 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,770
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $322,393,110
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

NY, TX

Financial Advisors at Crestview Partners
Showing 1 - 1 of 1 top financial advisors.
1
Barry S. Volpert
CRD#: 1659566
667 Madison Ave., 10th Floor, New York, NY 10011
87
Wealthminder
score

Barry Volpert (CRD# 1659566) is an Investment Advisor Representative working at Crestview Partners in New York, NY and has 1 year of experience in the finance industry.

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