Crowdstreet Advisors, LLC
Crowdstreet Advisors, LLC (CRD# 299176) is a financial advisory firm headquartered in Austin, TX. They manage $508,574,426 in 220 accounts and serve the financial needs of clients across 17 states (or territories).
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Total Assets Under Management509MILLION
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Total Number of Accounts220ACCOUNTS
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Average Account Value$2,311,702
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AZ, CA, CO, FL, IL, LA, MN, NE, NH, NJ, NV, NY, OR, TX, UT, VA, WA
Ashley Bradford (CRD# 6848059) is an Investment Advisor Representative working at Crowdstreet Advisors, LLC in Austin, TX and has over 6 years of experience in the finance industry.
Stephanie Roth (CRD# 5636965) is an Investment Advisor Representative working at Crowdstreet Advisors, LLC in Dunedin, FL and has over 12 years of experience in the finance industry.
Coral Enriquez (CRD# 7332822) is an Investment Advisor Representative working at Crowdstreet Advisors, LLC in Angier, NC and has 1 year of experience in the finance industry.
Ian Formigle (CRD# 3270987) is an Investment Advisor Representative working at Crowdstreet Advisors, LLC in Austin, TX and has over 13 years of experience in the finance industry.
Charles George (CRD# 7852505) is an Investment Advisor Representative working at Crowdstreet Advisors, LLC in Lake Forest, IL and has 1 year of experience in the finance industry.
Byul Jheong (CRD# 7567442) is an Investment Advisor Representative working at Crowdstreet Advisors, LLC in Austin, TX and has 1 year of experience in the finance industry.
Johnston Norris (CRD# 1281778) is an Investment Advisor Representative working at Crowdstreet Advisors, LLC in Champaign, IL and has over 31 years of experience in the finance industry.