Cristata Investment Management
Cristata Investment Management (CRD# 148503) is a financial advisory firm headquartered in Woodstock, MD. They manage $52,486,353 in 153 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Cristata Investment Management
By the Numbers
-
Total Assets Under Management52MILLION
-
Total Number of Accounts153ACCOUNTS
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Average Account Value$343,048
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- 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)
- Publication of periodicals or newsletters
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD
Financial Advisors at Cristata Investment Management
1
Jonathan Bradley (CRD# 1112335) is an Investment Advisor Representative working at Cristata Investment Management in Woodstock, MD and has over 40 years of experience in the finance industry.
2
William Riley (CRD# 1388423) is an Investment Advisor Representative working at Cristata Investment Management in Woodstock, MD and has over 38 years of experience in the finance industry.
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