Be advised. This firm is no longer registered.

Crestwood Advisors LLC

Crestwood Advisors LLC (CRD# 125361) is a financial advisory firm headquartered in Boston, MA. They manage $1,321,967,312 in 1,596 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
50 Federal Street, Suite 810, Boston, MA 02110
http://www.crestwoodadvisors.com
By the Numbers
  • Total Assets Under Management
    1,322
    MILLION
  • Total Number of Accounts
    1,596
    ACCOUNTS
  • Average Account Value
    $828,300
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, MA, ME, NH, NJ, NY, PA, RI

Financial Advisors at Crestwood Advisors LLC
No Advisor Found.

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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