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Building 2CRESTMONT PRIVATE WEALTH LLC

Map pinBOERNE, TX
Phone8304685366
NotebookSEC #801-117388
Total AUM
$363M
Employees
5
Clients
188

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
604 S. MAIN ST
BOERNE
TX 78006
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
8304685366
Other Offices
1

ReceiptFinancials

Total AUM
$363M
Accounts
804
Discretionary
$351.2M
Accounts
682
Non-Discretionary
$11.8M
Accounts
122

ContactClients

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Individual Clients
121
AUM
$62.1M
HNW Individual Clients
65
AUM
$300.2M
Corporation or Business Clients
2
AUM
$710.1K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CONMTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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