Crestwood Advisors Group LLC

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Assets, Funds, Holdings

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CAFR Data
Crestwood Advisors Group LLC
CRD #286243
SEC #801-108983
CIK #
AUM $3.3 BB (98% Disc, 100% US, 2020-03-29)
Employees36 (75% Investors, 0% Brokers)
Phone617-523-8880
AddressOne Liberty Square
Boston, MA 02109
Source [IAPD] [Website] [LinkedIn]
Total AUM ($BB)
5.04.03.02.01.00.02010201320172021
Sector Issuer Cap ($MM) Value ($MM)
MUB 54.8
MSFT 1,376,930.0 46.9
JPIN 46.5
EFA 45.9
AAPL 1,372,810.0 41.9
STT 21,300.0 39.7
IEFA 35.3
CSCO 189,330.0 33.0
GOOGL 970,260.0 29.9
JNJ 381,110.0 28.7
View All
Holdings by Sector ($)
1.21.00.70.50.20.02014201620182020
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Zhang Financial LLC
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Beacon Pointe Wealth Advisors LLC
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Advisors Capital Management LLC
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Lawing Financial Inc
KS 3.1
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