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Elizabeth Anne Watkins

CRESCENT GROVE ADVISORS, LLC·LAKE FOREST, Illinois
Unclaimed Profile
100 NORTH FIELD DRIVE, LAKE FOREST, IL 60045CRD# 2272542Firm CRD# 170912
01

About

Elizabeth Anne Watkins is a registered financial advisor based in LAKE FOREST, Illinois, affiliated with CRESCENT GROVE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CRESCENT GROVE ADVISORS, LLC
CRESCENT GROVE ADVISORS
AUM
$4.5B
Regulatory assets under management
Employees
34
Total firm employees
View all advisors at CRESCENT GROVE ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2272542
Firm CRD# 170912
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Elizabeth Anne Watkins offer?
Elizabeth Anne Watkins specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKE FOREST, Illinois for a consultation.
What are Elizabeth Anne Watkins's credentials?
Elizabeth Anne Watkins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elizabeth Anne Watkins located?
Elizabeth Anne Watkins is based in LAKE FOREST, Illinois, working with CRESCENT GROVE ADVISORS, LLC. Their office serves clients in the LAKE FOREST metropolitan area and surrounding communities.
How does Elizabeth Anne Watkins charge for services?
Elizabeth Anne Watkins's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CRESCENT GROVE ADVISORS, LLC?
CRESCENT GROVE ADVISORS, LLC has approximately 34 employees and manages $4.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LAKE FOREST
Martin Joel Auerbach — Z CAPITAL GROUP, L.L.C.Colleen (nmn) Chandler — VENNWELL, LLCDavid H Melsheimer — NORTH SHORE PRIVATE ASSET MANAGEMENT, LLCRoger Lane Johnson — WESTERN PACIFIC WEALTH MANAGEMENT, LPSusan Reichert Milanak — GEM FINANCIAL ADVISORS, INC.
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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