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CRESTWOOD ADVISORS
CRESTWOOD ADVISORS GROUP, LLC
CRD 286243 · SEC 801-108983
ONE LIBERTY SQUARE, SUITE 500, BOSTON, MA, 02109, United States
Phone
617-523-8880
Fax
617-523-8118
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$8.02B
Discretionary AUM
$8.00B
Team
64 total employees; 56 advisory reps; 1 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminarsFAMILY OFFICE CONSULTING, CREDIT AND CASH MANAGEMENT SOLUTIONS, INSURANCE SOLUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 236 | $100.4M |
| High net worth individuals | 870 | $7.62B |
| Pension/profit sharing plans | 4 | $19.1M |
| Charitable organizations | 3 | $7.9M |
| Corporations/business entities | 15 | $277.0M |
States served
VT, AZ, CA, CO, GA, IL, IN, LA, ME, MD, MA, MI, MN, NE, NJ, NY, NC, OH, OR, PA, RI, SC, UT, VA, MO, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD