Crowdstreet Advisors, LLC

Crowdstreet Advisors, LLC (CRD# 299176) is a financial advisory firm headquartered in Austin, TX. They manage $508,574,426 in 220 accounts and serve the financial needs of clients across 17 states (or territories).

Current Firm Details
98 San Jacinto Boulevard, Suite 400, Austin, TX 78701
https://www.linkedin.com/company/crowdstreet-advisors/
By the Numbers
  • Total Assets Under Management
    509
    MILLION
  • Total Number of Accounts
    220
    ACCOUNTS
  • Average Account Value
    $2,311,702
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, LA, MN, NE, NH, NJ, NV, NY, OR, TX, UT, VA, WA

Financial Advisors at Crowdstreet Advisors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Ashley Bradford, financial advisor Austin TX
Ashley N. Bradford
CRD#: 6848059
98 San Jacinto Boulevard, Suite 400, Austin, TX 78701

Ashley Bradford (CRD# 6848059) is an Investment Advisor Representative working at Crowdstreet Advisors, LLC in Austin, TX and has over 6 years of experience in the finance industry.

2
Stephanie Roth, financial advisor Austin TX
Stephanie A. Roth
CRD#: 5636965
98 San Jacinto Boulevard, Suite 400, Austin, TX 78701

Stephanie Roth (CRD# 5636965) is an Investment Advisor Representative working at Crowdstreet Advisors, LLC in Austin, TX and has over 12 years of experience in the finance industry.

3
Coral Enriquez, financial advisor Austin TX
Coral Enriquez
CRD#: 7332822
98 San Jacinto Boulevard, Suite 400, Austin, TX 78701

Coral Enriquez (CRD# 7332822) is an Investment Advisor Representative working at Crowdstreet Advisors, LLC in Austin, TX and has 1 year of experience in the finance industry.

4
Ian Formigle, financial advisor Austin TX
Ian C. Formigle
CRD#: 3270987
98 San Jacinto Boulevard, Suite 400, Austin, TX 78701

Ian Formigle (CRD# 3270987) is an Investment Advisor Representative working at Crowdstreet Advisors, LLC in Austin, TX and has over 13 years of experience in the finance industry.

5
Charles George, financial advisor Austin TX
Charles V. George
CRD#: 7852505
98 San Jacinto Boulevard, Suite 400, Austin, TX 78701

Charles George (CRD# 7852505) is an Investment Advisor Representative working at Crowdstreet Advisors, LLC in Austin, TX and has 1 year of experience in the finance industry.

6
Byul Jheong, financial advisor Austin TX
Byul S. Jheong
CRD#: 7567442
98 San Jacinto Boulevard, Suite 400, Austin, TX 78701

Byul Jheong (CRD# 7567442) is an Investment Advisor Representative working at Crowdstreet Advisors, LLC in Austin, TX and has 1 year of experience in the finance industry.

7
Johnston Norris, financial advisor Austin TX
Johnston A. Norris
CRD#: 1281778
98 San Jacinto Boulevard, Suite 400, Austin, TX 78701

Johnston Norris (CRD# 1281778) is an Investment Advisor Representative working at Crowdstreet Advisors, LLC in Austin, TX and has over 31 years 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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