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CRESTWOOD ADVISORS
BOSTON, MA
617-523-8880
SEC #801-108983Total AUM
$8B
Employees
64Clients
1,128Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
ONE LIBERTY SQUARE
SUITE 500
BOSTON
MA 02109
United States
SUITE 500
BOSTON
MA 02109
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Monday - Friday
Phone
617-523-8880
Other Offices
4
Financials
Total AUM
$8B
Accounts
6,710Discretionary
$8B
Accounts
6,684Non-Discretionary
$21.4M
Accounts
26
Clients
Individual Clients
236AUM
$100.4M
HNW Individual Clients
870AUM
$7.6B
Pension/Profit Sharing Plan Clients
4AUM
$19.1M
Charitable Organization Clients
3AUM
$7.9M
Corporation or Business Clients
15AUM
$277M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FAMILY OFFICE CONSULTING, CREDIT AND CASH MANAGEMENT SOLUTIONS, INSURANCE SOLUTIONS
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOCTFLGAILINLAMAMDMEMIMNMONCNENHNJNYOHORPARISCTXUTVAVTWA
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.