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Building 2CRESTWOOD ADVISORS LLC

Map pinBOSTON, MA
Phone617-523-8880
NotebookSEC #801-62000
Total AUM
$1.3B
Employees
23
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 FEDERAL STREET
SUITE 810
BOSTON
MA 02110
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
617-523-8880

ReceiptFinancials

Total AUM
$1.3B
Accounts
1,596
Discretionary
$1.2B
Accounts
1,565
Non-Discretionary
$75M
Accounts
31

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLMANHNYPARI

HandshakeAffiliates

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

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