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| Happy Holidays!! thanks for using AUM13F!! |
| Crestwood Advisors Group LLC
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| CRD # | 286243 |
| SEC # | 801-108983 |
| CIK # | 0001426853 |
| AUM | $7.0 B (2025-03-25) |
| Employees | 61 (90% Investors, 0% Brokers) |
| Phone | 617-523-8880 |
| Address | One Liberty Square Boston, MA 02109 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.3 | ||
| Microsoft Corp | 0.3 | ||
| Amazon Com Inc | 0.2 | ||
| Facebook Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| VISA Inc | 0.1 | ||
| Fiserv Inc | 0.1 | ||
| Priceline Com Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Salesforce Com Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 282 | 0.1 |
| (b) Individuals (high net worth individuals) | 827 | 6.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 0.0 |
| (h) Charitable organizations | 3 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 17 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 5,862 | 7.0 |
| By Discretionary | ||
| Discretionary | 5,827 | 6.8 |
| Non-Discretionary | 35 | 0.2 |
| Total | 5,862 | 7.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.0 | |
| Total | 5,862 | 7.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001426853] |
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6.8 | |
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