CRYSTAL ROCK CAPITAL MANAGEMENT, LLC.

BANNOCKBURN, Illinois·2 registered advisors·CRD# 157296

SEC# 801-731291847-282-7010

01

Firm Overview

AUM

$162M

Regulatory assets under management

Employees

4

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Compensation

Percentage of AUM

Other: INCENTIVE ALLOCATIONS

03

Specialties

Investment Management Retirement Planning Wealth Management

04

Advisors at CRYSTAL ROCK CAPITAL MANAGEMENT, LLC.

2 registered advisors

Jay Howard Freedman

BANNOCKBURN, Illinois

Joseph Clayton Shugart

BANNOCKBURN, Illinois

05

Office Locations

BANNOCKBURN, Illinois

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Data sourced from SEC Form ADV filings. CRYSTAL ROCK CAPITAL MANAGEMENT, LLC. (CRD# 157296) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.