CRESTWOOD ADVISORS GROUP, LLC

CRESTWOOD ADVISORS GROUP, LLC of BOSTON, MA is an SEC-registered investment adviser (CRD 286243). Regulatory assets under management: $8.0B.

Registration

• CRD: 286243
• SEC file number: 801-108983
• Type: Registered investment adviser
• Location: ONE LIBERTY SQUARE, SUITE 500, BOSTON, MA, 02109
• Phone: 617-523-8880
• Latest filing: 2026-06-11
• Regulatory AUM: $8.0B
• Discretionary AUM: $8.0B
• Non-discretionary AUM: $21.4M
• Clients: 64
• Accounts: 6,710

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.

Officers, owners & control persons (5)

Branch offices (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 286243 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search