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Building 2CREST INVESTMENT PARTNERS LLC

Map pinPALM BEACH, FL
Phone561-659-5889
NotebookSEC #801-72823
Total AUM
$80.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
251 ROYAL PALM WAY
SUITE 500
PALM BEACH
FL 33480
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
561-659-5889

ReceiptFinancials

Total AUM
$80.2M
Accounts
118
Discretionary
$80.2M
Accounts
118
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
ASSET ALLOCATION STRATEGIES AND MODEL PORTFOLIOS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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