Crestwood Advisors

RIASEC RegisteredEst. 2017

Total AUM

$8B

Discretionary

$8B

100% of AUM

Avg account

$1.2M

Accounts

6,710

Employees

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 286243
Registered since: January 1, 2017
Website: www.crestwoodadvisors.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI94.96%
Corporations / Businesses3.45%
Individuals1.25%
Pension & Profit Sharing Plans0.24%
Charitable Organizations0.1%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Crestwood Advisors is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2017. The firm acts as a capital allocator for both individual/family and institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and educational workshops. Fee arrangements include both percentage-of-AUM and fixed-fee structures. Crestwood identifies as an active ESG investor and is engaged in other financial product sales. The firm maintains a broad set of industry relationships that include broker-dealers, other investment advisers, CPO/CTAs, accounting and law firms, insurance companies, pension consultants, real estate brokers, and sponsors/general partners of pooled vehicles. Crestwood has been recognized in industry rankings on multiple occasions, including listings by Barron's (Top 100, repeated years), Forbes, the Financial Times and FA Magazine.