Unclaimed Profile

Michael Lester Mcgowan

CRESTONE ASSET MANAGEMENT LLC·BOULDER, Colorado

SIE, Series 6, Series 7, Series 63, Series 65CFAClean record16 years registeredCRESTONE ASSET MANAGEMENT LLC

1048 PEARL STREET, BOULDER, CO 80302CRD# 5745859Firm CRD# 108581

Profile Verification

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

Identity

Michael Lester Mcgowan · BOULDER, CO

Registration

CRD #5745859 · CRESTONE ASSET MANAGEMENT LLC · 16 years registered

Brand Profile

Not yet started

Career History

PATHSTONE

May 2024 – present

CRESTONE ASSET MANAGEMENT LLC

May 2017 – May 2024

BOULDER, CO

BLACKROCK INVESTMENT MANAGEMENT, LLC

Aug 2013 – Mar 2017

New York, NY

JAMES CAPITAL ALLIANCE INC

Feb 2010 – Aug 2012

XENIA, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · February 8, 2010

Years registered · 16

Professional designation · CFA

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

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Frequently Asked Questions

What services does Michael Lester Mcgowan offer?

Michael Lester Mcgowan specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BOULDER, Colorado for a consultation.

What are Michael Lester Mcgowan's credentials?

Michael Lester Mcgowan holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Lester Mcgowan located?

Michael Lester Mcgowan 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 Michael Lester Mcgowan charge for services?

Michael Lester Mcgowan'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.

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