Cristata Investment Management

Cristata Investment Management (CRD# 148503) is a financial advisory firm headquartered in Woodstock, MD. They manage $52,486,353 in 153 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Po Box 329, Woodstock, MD 21163
https://cristatawealth.com
By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    153
    ACCOUNTS
  • Average Account Value
    $343,048
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Cristata Investment Management
Showing 1 - 2 of 2 top financial advisors.
1
Jonathan Bradley, financial advisor Woodstock MD
Jonathan E. Bradley
CRD#: 1112335
Woodstock, MD

Jonathan Bradley (CRD# 1112335) is an Investment Advisor Representative working at Cristata Investment Management in Woodstock, MD and has over 40 years of experience in the finance industry.

2
William Riley, financial advisor Woodstock MD
William J. Riley
CRD#: 1388423
Woodstock, MD

William Riley (CRD# 1388423) is an Investment Advisor Representative working at Cristata Investment Management in Woodstock, MD and has over 38 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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