CRESCENT GROVE ADVISORS, LLC

CRESCENT GROVE ADVISORS

LAKE FOREST, Illinois·7 registered advisors·CRD# 170912

SEC# 801-795772847-752-0292

01

Firm Overview

AUM

$4.5B

Regulatory assets under management

Employees

34

Total firm employees

Advisors

7

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at CRESCENT GROVE ADVISORS, LLC

7 registered advisors

David Scott Keevins

LAKE FOREST, Illinois

Donald Anthony Wright

LAKE FOREST, Illinois

Elizabeth Anne Watkins

LAKE FOREST, Illinois

Gregg William George

LAKE FOREST, Illinois

Megan Burke Roudebush

LAKE FOREST, Illinois

Mitchell Abraham Prosk

LAKE FOREST, Illinois

Nicholas Henry Kochanski

LAKE FOREST, Illinois

05

Office Locations

LAKE FOREST, Illinois

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Data sourced from SEC Form ADV filings. CRESCENT GROVE ADVISORS, LLC (CRD# 170912) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.