Crestview Partners

Crestview Partners (CRD# 157488) is a financial advisory firm headquartered in New York, NY. They manage $8,881,124,931 in 36 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
590 Madison Avenue, 42nd Fl, New York, NY 10022
http://www.crestview.com
By the Numbers
  • Total Assets Under Management
    8,881
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $246,697,915
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
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 Volpert, financial advisor New York NY
Barry S. Volpert
CRD#: 1659566
667 Madison Ave., 10th Floor, New York, NY 10011

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.

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.

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