Crestone Asset Management LLC
Legal Name: CRESTONE ASSET MANAGEMENT LLC
Full Contact Details
Crestone Asset Management LLC
1048 PEARL STREET, SUITE 450, BOULDER, CO
303-442-4447
303-442-4587
Other Info
Crestone Asset Management LLC, a CO Limited Liability Company, boasts a team of 32 professionals, 16 of whom hold advisory roles. The firm currently caters to 143 clients and is legally known as CRESTONE ASSET MANAGEMENT LLC. Its SEC status is listed as approved with a registration date of May 22, 2000.
Wealth Management Firm in Boulder, Colorado | Crestone Capital
Crestone Capital, LLC provides wealth management and investment advisory services to a unique network of entrepreneurs and business owners.
Direct Owners
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COLBY DOUGLAS STILSON
CHIEF FINANCIAL OFFICER owns less than 5%
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CRESTONE CAPITAL LLC
SOLE MEMBER owns 75% or more
-
ERIC JOHN KRAMER
MANAGER owns less than 5%
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JOHN COLQUHOUN SWIFT
PRESIDENT, CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
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CRESTONE CAPITAL HOLDINGS LLC
SOLE MEMBER owns 75% or more
-
ERIC JOHN KRAMER
MANAGER owns 75% or more
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THE ERIC J. KRAMER COMPANY
MEMBER owns more than 50% but less than 75%
Custodians
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PERSHING LLC
United States