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CRESCENT GROVE ADVISORS
LAKE FOREST, IL
847-752-0292
SEC #801-79577Total AUM
$5.5B
Employees
34Clients
382Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
100 SOUTH SAUNDERS ROAD
SUITE 210
LAKE FOREST
IL 60045
United States
SUITE 210
LAKE FOREST
IL 60045
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
847-752-0292
Other Offices
2
Financials
Total AUM
$5.5B
Accounts
382Discretionary
$5.5B
Accounts
378Non-Discretionary
$45.4M
Accounts
4
Clients
Individual Clients
35AUM
$30.3M
HNW Individual Clients
290AUM
$5.1B
Charitable Organization Clients
19AUM
$176.1M
Corporation or Business Clients
5AUM
$91.3M
Other Clients
33AUM
$92.9M
Description of Other Clients
FRIENDS & FAMILY
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLGAILMNMONYPASCTXVAWI
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.