Unclaimed Profile

Elizabeth Anne Watkins

CRESCENT GROVE ADVISORS, LLC·LAKE FOREST, Illinois

Clean recordCRESCENT GROVE ADVISORS, LLC

100 NORTH FIELD DRIVE, LAKE FOREST, IL 60045CRD# 2272542Firm CRD# 170912

Profile Verification

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

Identity

Elizabeth Anne Watkins · LAKE FOREST, IL

Registration

CRD #2272542 · CRESCENT GROVE ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CRESCENT GROVE ADVISORS, LLC

CRESCENT GROVE ADVISORS

AUM

$4.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CRESCENT GROVE ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2272542

Firm CRD# 170912

View on FINRA BrokerCheck →

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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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