Crestone Financial Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 163340
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI80.21%
- Individuals19.79%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Crestone Financial Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients and provides financial planning and portfolio management services geared toward individuals and small businesses. Its billing options include a percentage-of-AUM fee as well as hourly and fixed-fee arrangements. According to available records, Crestone does not position itself as an ESG investor, is not flagged as a multi-state adviser in the snapshot data, and is not identified as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Exchange Traded Equities23%
- Other5%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Contacts
1 of 1
Micah Reish
Owner / Financial PlannerCRD 5728992
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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