Crestwood Advisors Revenue and Competitors
Estimated Revenue & Valuation
- Crestwood Advisors's estimated annual revenue is currently $12.7M per year.
- Crestwood Advisors's estimated revenue per employee is $204,300
Employee Data
- Crestwood Advisors has 62 Employees.
- Crestwood Advisors grew their employee count by 27% last year.
Crestwood Advisors's People
| Name | Title | Email/Phone |
|---|---|---|
1 | CEO & Managing Partner | Reveal Email/Phone |
2 | Chief Operating Officer/Chief Compliance Officer | Reveal Email/Phone |
3 | Managing Director | Reveal Email/Phone |
4 | Chief Investment Officer | Reveal Email/Phone |
5 | Managing Director, Portfolio Manager | Reveal Email/Phone |
6 | Director Operations | Reveal Email/Phone |
7 | Managing Director, Wealth Strategist | Reveal Email/Phone |
8 | Portfolio Manager / Director | Reveal Email/Phone |
9 | Director, Wealth Planner | Reveal Email/Phone |
10 | Managing Director, Wealth Strategist | Reveal Email/Phone |
Crestwood Advisors Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $17.7M | 78 | 4% | N/A | N/A |
#2 | $1.6M | 12 | N/A | N/A | N/A |
#3 | $42.7M | 171 | 9% | N/A | N/A |
#4 | $12.7M | 62 | 27% | N/A | N/A |
#5 | $4M | 25 | 9% | N/A | N/A |
#6 | $0.8M | 16 | 14% | N/A | N/A |
#7 | $328.9M | 1035 | -3% | N/A | N/A |
#8 | $360.1M | 1133 | 6% | N/A | N/A |
#9 | $3.3M | 21 | -12% | N/A | N/A |
#10 | $4.4M | 28 | 8% | N/A | N/A |
What Is Crestwood Advisors?
Crestwood Advisors is a Boston-based investment and wealth management firm. Our firm serves the unique needs of individuals, families, foundations and endowments. We take a 360 degree approach to investment management ensuring we are fully understanding of the unique needs and drivers to each engagement. Global, separate account investment management is the foundation to our investment discipline. We utilize individual equities, individual bonds, ETFs, mutual funds (where appropriate) and other vehicles when constructing investment portfolios. Our investment management is supported by a dedicated and experienced research team. Our focus is on delivering thoughtful, risk-adjusted returns that are in line with the tolerances and unique circumstances that each of our clients brings to us. We report investment performance to each of our clients net of investment fees. We complement our investment management with a culture of communication and responsiveness. Crestwood Advisors was founded in 2003.
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Total Funding
62
Number of Employees
$12.7M
Revenue (est)
27%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Crestwood Advisors News
Crestwood Advisors Group LLC now owns 1,116 shares of the medical equipment provider's stock valued at $401,000 after acquiring an additional...
Crestwood Advisors Group LLC now owns 9,290 shares of the utilities provider's stock worth $867,000 after acquiring an additional 955 shares...
Crestwood Advisors Group LLC now owns 5,389 shares of the bank's stock worth $504,000 after buying an additional 457 shares in the last quarter.
Other Companies in Boston
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | N/A | 62 | 7% | $8.3M |
#2 | $7.2M | 62 | 27% | $2M |
#3 | $7.8M | 62 | 13% | $18M |
#4 | $9.8M | 62 | -7% | $150.1M |
#5 | $7M | 62 | 27% | $62M |