Unclaimed Profile

Eric John Kramer

CRESTONE ASSET MANAGEMENT LLC·BOULDER, Colorado

SIE, Series 6, Series 7, Series 22, Series 24, Series 63, Series 66, Series 99TOClean record26 years registeredCRESTONE ASSET MANAGEMENT LLC

1048 PEARL STREET, BOULDER, CO 80302CRD# 1029933Firm CRD# 108581

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eric John Kramer · BOULDER, CO

Registration

CRD #1029933 · CRESTONE ASSET MANAGEMENT LLC · 26 years registered

Brand Profile

Not yet started

Career History

PATHSTONE

May 2024 – present

CRESTONE ASSET MANAGEMENT LLC

Jan 2017 – May 2024

BOULDER, CO

CRESTONE ASSET MANAGEMENT LLC

Jun 2000 – Dec 2016

BOULDER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 63

Series 66

Series 99TO

Registration record

First registered · June 22, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CRESTONE ASSET MANAGEMENT LLC

CRD 108581 · SEC 801-57585

AUM

$3.6B

Regulatory assets under management

Employees

760 client accounts

Services offered by CRESTONE ASSET MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at CRESTONE ASSET MANAGEMENT LLC →

Introduction

Speak with Eric

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Eric is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BOULDER?

Browse all registered financial advisors in BOULDER, Colorado or claim this profile if it's yours.

Browse BOULDER Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Eric John Kramer offer?

Eric John Kramer specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BOULDER, Colorado for a consultation.

What are Eric John Kramer's credentials?

Eric John Kramer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric John Kramer located?

Eric John Kramer is based in BOULDER, Colorado, working with CRESTONE ASSET MANAGEMENT LLC. Their office serves clients in the BOULDER metropolitan area and surrounding communities.

How does Eric John Kramer charge for services?

Eric John Kramer's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CRESTONE ASSET MANAGEMENT LLC?

CRESTONE ASSET MANAGEMENT LLC has approximately 58 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →