Crestwood Advisors Group LLC


Assets, Funds, Holdings

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Crestwood Advisors Group LLC
CRD #286243
SEC #801-108983
AUM $3.3 BB (98% Disc, 100% US, 2020-03-29)
Employees36 (75% Investors, 0% Brokers)
AddressOne Liberty Square
Boston, MA 02109
Source [IAPD] [Website] [LinkedIn]
Total AUM ($BB)
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 ($)
Comparable Firms State AUM ($BB)
South Texas Money Management Ltd
TX 3.4
Proequities Inc
AL 3.4
Cambridge Associates Ltd LLC
MA 3.3
Compagnie De Banque Privee Quilvest SA
BTC Capital Management Inc
IA 3.3
Clifford Swan Investment Counsel LLC
CA 3.3
Zhang Financial LLC
MI 3.2
Beacon Pointe Wealth Advisors LLC
CA 3.2
Advisors Capital Management LLC
NJ 3.2
Lawing Financial Inc
KS 3.1
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