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CRESTONE ASSET MANAGEMENT LLC
CRESTONE ASSET MANAGEMENT LLC
BOULDER, Colorado
·
7 registered advisors
·
CRD# 108581
SEC# 801-57585
4
303-442-4447
01
Firm Overview
AUM
$3.6B
Regulatory assets under management
Employees
58
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at CRESTONE ASSET MANAGEMENT LLC
7 registered advisors
Colby Douglas Stilson
BOULDER, Colorado
CRD# 3151732
Eric John Kramer
BOULDER, Colorado
CRD# 1029933
Jennifer Angela Hardy
BOULDER, Colorado
CRD# 2564551
John Colquhoun Swift
BOULDER, Colorado
CRD# 3044123
Matthew Allen Wiles
BOULDER, Colorado
CFP
CRD# 4418182
Michael Lester Mcgowan
BOULDER, Colorado
CFA
CRD# 5745859
Robert Douglas Bonnette
BOULDER, Colorado
CRD# 4284382
05
Office Locations
BOULDER, Colorado
7 advisors
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Data sourced from SEC Form ADV filings. CRESTONE ASSET MANAGEMENT LLC (CRD# 108581) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.