National Retirement Planning Experts

National Coverage
Local Professionals

dummy-image

Crestone Capital, LLC

Crestone Capital, LLC

1048 Pearl Street, Suite 450

Boulder, CO 80302

303-442-4447

100% Fiduciary. Always, in all ways.

About Crestone Capital, LLC

Crestone Capital, LLC is an independent, multi-family office that delivers wealth management services to an exclusive network of entrepreneurs, business owners and their families.

General Information

Firm Start Year

1991

No.of Employees

20-49

Firm CRD#

108581

States Licensed in

Colorado, Texas, California, Utah

Years of Experience in Financial Services

30

Number of Years with Current Firm

30

Advisory Services Provided

Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services, Financial Advice & Consulting, Investment Advice & Management

Services

Investment Types

Commodities, Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via Email, At your office, At my office, Video Conference, Via Phone, At your home, Our Offices

Compliance

Registered Investment Advisor

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFA®, CPA

Firm Information

Assets Managed by Firm

$3.2B

Assets Managed by Advisor

$3.5 Billion

Compensation and Fees

Fee Structure

Fee Only

Minimum Portfolio Size for New Managed Accounts

$25 Million