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).

By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    153
    ACCOUNTS
  • 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
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.

MD

Financial Advisors at Cristata Investment Management
Showing 1 - 2 of 2 top financial advisors.
1
William J. Riley
CRD#: 1388423
Woodstock, MD
93
Wealthminder
score

William Riley (CRD# 1388423) is an Investment Advisor Representative working at Cristata Investment Management in Woodstock, MD and has over 32 years of experience in the finance industry.

2
Jonathan E. Bradley
CRD#: 1112335
Woodstock, MD
83
Wealthminder
score

Jonathan Bradley (CRD# 1112335) is an Investment Advisor Representative working at Cristata Investment Management in Woodstock, MD and has over 34 years of experience in the finance industry.

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