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CROWDSTREET ADVISORS, LLC
CROWDSTREET ADVISORS, LLC
AUSTIN, Texas
·
3 registered advisors
·
CRD# 299176
SEC# 801-114281
0
(888) 432-7693
01
Firm Overview
AUM
$309M
Regulatory assets under management
Employees
17
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Pension consulting
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Retirement Planning
Fee-Only Advisory
04
Advisors at CROWDSTREET ADVISORS, LLC
3 registered advisors
Kristen Leigh Howell
AUSTIN, Texas
CRD# 5510858
Stephanie Anne Roth
AUSTIN, Texas
CRD# 5636965
Tyler Douglas Levy
AUSTIN, Texas
CRD# 7476735
05
Office Locations
AUSTIN, Texas
3 advisors
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Data sourced from SEC Form ADV filings. CROWDSTREET ADVISORS, LLC (CRD# 299176) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.