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Building 2CRESTONE ASSET MANAGEMENT LLC

Map pinBOULDER, CO
Phone303-442-4447
NotebookSEC #801-57585
Total AUM
$3.6B
Employees
58
Clients
248

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1048 PEARL STREET
SUITE 450
BOULDER
CO 80302
United States
Operating Hours
7 A.M TO 6 P.M.
Monday - Friday
Phone
303-442-4447
Other Offices
4

ReceiptFinancials

Total AUM
$3.6B
Accounts
760
Discretionary
$3.4B
Accounts
716
Non-Discretionary
$210.2M
Accounts
44

ContactClients

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HNW Individual Clients
177
AUM
$1.2B
Pooled Vehicle Clients
63
AUM
$2.2B
Charitable Organization Clients
3
AUM
$120.8M
Corporation or Business Clients
5
AUM
$64M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILMAMTNEOHTXUTWI

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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