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| Crestwood Advisors Group LLC
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|---|---|
| CRD # | 286243 |
| SEC # | 801-108983 |
| CIK # | 0001426853 |
| AUM | $4.1 BB (2023-03-28) |
| Employees | 43 (81% Investors, 0% Brokers) |
| Phone | 617-523-8880 |
| Address | One Liberty Square Boston, MA 02109 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.2 | |
| MSFT | 1,918.2 | 0.2 | |
| V | 419.3 | 0.1 | |
| FISV | 58.6 | 0.1 | |
| AMZN | 1,093.0 | 0.1 | |
| JNJ | 465.6 | 0.1 | |
| HD | 277.6 | 0.1 | |
| ACN | 179.5 | 0.1 | |
| HON | 119.8 | 0.1 | |
| DHR | 183.1 | 0.1 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 234 | 0.1 |
| (b) Individuals (high net worth individuals) | 581 | 3.9 |
| (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 | 9 | 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 | 5 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,213 | 4.1 |
| By Discretionary | ||
| Discretionary | 4,178 | 4.0 |
| Non-Discretionary | 35 | 0.0 |
| Total | 4,213 | 4.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.0 | |
| Total | 4,213 | 4.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001426853] |
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