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 operates as an independent, individual-owned registered investment adviser organized as an LLC. The firm focuses on serving individuals and families and provides both financial planning and portfolio management for individuals and small businesses. Its fee model includes asset-based charges alongside hourly and fixed-fee engagement options. The firm does not identify as an active ESG investor, is not structured as a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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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