Crestwood Advisors

Crestwood Advisors (CRD# 286243) is a financial advisory firm headquartered in Boston, MA. They manage $5,692,226,263 in 5,231 accounts and serve the financial needs of clients across 23 states (or territories).

Current Firm Details
One Liberty Square, Suite 500, Boston, MA 02109
https://twitter.com/focusfinancial
By the Numbers
  • Total Assets Under Management
    5,692
    MILLION
  • Total Number of Accounts
    5,231
    ACCOUNTS
  • Average Account Value
    $1,088,172
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, IL, MA, MD, ME, MI, NC, NE, NH, NJ, NY, OR, PA, RI, SC, TX, VA, VT

Financial Advisors at Crestwood Advisors
No Advisor Found.
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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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