Company profile
Website
Employees
Location
Fiscal year end
Former names
Crestwood Advisors LLC
SEC CIK
IRS number
814446465
SEC advisor number
801-108983
FINRA CRD number
286243
AUM ?
$5.69 bn
(as of 29 Mar 24)
Accounts
5,231
(as of 29 Mar 24)
Employees
57
(46 investment advisory or research)
Address
Crestwood Advisors
ONE LIBERTY SQUARE
SUITE 500
BOSTON
MA 02109
ONE LIBERTY SQUARE
SUITE 500
BOSTON
MA 02109
Phone
617-523-8880
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 May 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
15 Nov 23
13F-HR
Quarterly holdings report by institutional manager
15 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
26 Oct 22
13F-HR
Quarterly holdings report by institutional manager
7 Jul 22
13F-HR
Quarterly holdings report by institutional manager
12 Apr 22