Crestwood Advisors Group LLC

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Assets, Funds, Holdings

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Crestwood Advisors Group LLC
CRD #286243
SEC #801-108983
CIK #
AUM $3.0 BB (99% Disc, 100% US)
Employees35 (77% Investors, 0% Brokers)
Phone617-523-8880
AddressOne Liberty Square
Boston, MA 02109
Source IAPDexternal Websiteexternal LinkedInexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
IEFA 86.0
STT 26,010.0 61.8
MUB 45.0
AAPL 843,560.0 41.6
MSFT 865,660.0 39.8
IVV 37.3
JNJ 369,000.0 30.0
GOOGL 819,810.0 28.7
CSCO 228,550.0 28.5
IJR 26.8
View All
Holdings by Sector ($BB)
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Mariner Wealth Advisors - Leawood LLC
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