CRESTMONT PRIVATE WEALTH LLC of BOERNE, TX is an SEC-registered investment adviser (CRD 304170). Regulatory assets under management: $363.0M.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Samuel Sean Mcgee | MANAGER, CEO, CIO | — |
| Hannah Vinyard Perry | COO / CCO / DIRECTOR OF CLIENT EXPERIENCE | — |
| MCGEE SAMUEL SEAN | MANAGER, CEO; MANAGER, CEO, CIO; MANAGER, CHIEF COMPLIANCE OFFICER, CEO, CIO (+1 more) | — |
| PEREGO CHRISTOPHER LEE | COO, PORTFOLIO MANGER; COO, PORTFOLIO MANGER, ASST COMPLIANCE OFFICER | — |
| VINYARD HANNAH MARIE | CHIEF COMPLIANCE OFFICER / DIRECTOR OF OPERATIONS | — |
| PERRY HANNAH VINYARD | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT EXPERIENCE; CHIEF COMPLIANCE OFFICER / DIRECTOR OF OPERATIONS; COO / CCO / DIRECTOR OF CLIENT EXPERIENCE | — |