Assets Under Management
$7.0B
Number of Clients
1,140
Number of Advisors
36
Average Client AUM
$6.2M
AUM per Advisor
$194.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Crestwood offers tailored investment and wealth advisory services, assigning clients a team including a wealth manager, portfolio manager, and client advisor. They develop an investment policy statement (IPS) based on client's risk tolerance, time horizon, needs, and goals. Crestwood allocates assets among various securities and provides financial planning services.
One Liberty Square, Suite 500, Boston, MA, 02109