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Andrew Scott Krei

BARRETT UPTON CAPITAL PARTNERS LLC·LAKE FOREST, Illinois
Series 7, Series 63CFAClean record11 years registeredBARRETT UPTON CAPITAL PARTNERS LLC
100 N FIELD DRIVE, SUITE 215, LAKE FOREST, IL 60045CRD# 5967208Firm CRD# 326104

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew Scott Krei · LAKE FOREST, IL
Registration
CRD #5967208 · BARRETT UPTON CAPITAL PARTNERS LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

CRESCENT GROVE ADVISORS
May 2015 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · May 11, 2015
Years registered · 11
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BARRETT UPTON CAPITAL PARTNERS LLC
CRD 326104 · SEC 801-127797
AUM
$50M
Regulatory assets under management
Employees
8
1 client accounts
Services offered by BARRETT UPTON CAPITAL PARTNERS LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at BARRETT UPTON CAPITAL PARTNERS LLC →
Introduction

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05

Frequently Asked Questions

What services does Andrew Scott Krei offer?
Andrew Scott Krei specializes in Retirement Planning. Contact their office in LAKE FOREST, Illinois for a consultation.
What are Andrew Scott Krei's credentials?
Andrew Scott Krei holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Andrew Scott Krei located?
Andrew Scott Krei is based in LAKE FOREST, Illinois, working with BARRETT UPTON CAPITAL PARTNERS LLC. Their office serves clients in the LAKE FOREST metropolitan area and surrounding communities.
How does Andrew Scott Krei charge for services?
Andrew Scott Krei's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BARRETT UPTON CAPITAL PARTNERS LLC?
BARRETT UPTON CAPITAL PARTNERS LLC has approximately 8 employees and manages $50M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BARRETT UPTON CAPITAL PARTNERS LLC

Eric R Schmitz
LAKE FOREST, IL
CFA

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