Crescent Grove Advisors

  • Investment Bank/Securities Brokerage
  • Lake Forest IL
  • 36 employees
  • Investment Management
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Company Overview

Headquarters
100 Field Drive Suite 215, Lake Forest IL
Website
crescentgroveadvisors.com
Phone
(847) 752-9479
Employees
36
Founded in
2015
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 52 Companies
NAICS Code 5239 Companies
NAICS Code 52393 Companies
NAICS Code 523 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$6B

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Who is Crescent Grove Advisors

Crescent Grove Advisors is a wealth management firm based in Lake Forest, Illinois. The company employs 36 people and generates an annual revenue of $6.1 million. Crescent Grove Advisors provides personalized wealth management services tailored to the individual needs of each client. They focus on understanding a client's unique values, goals, and dreams to develop a customized financial strategy that addresses all aspects of their financial lives. The firms's approach distinguishes itself through its personalized service and commitment to understanding each client's specific circumstances. They believe in empowering clients to pursue their passions and live their lives to the fullest by providing clarity and confidence in their financial future. Interested individuals can learn more about Crescent Grove Advisors and their services by visiting their website at crescentgroveadvisors.com.

Crescent Grove Advisors Industry Tags

Comprehensive financial planning
Investment strategy and implementation
Investment management and consulting
Estate and trust planning
Generational and legacy planning
Business succession planning
Foundation and endowment guidance
Family education
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Crescent Grove Advisors Tech Stack

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Companies Similar to Crescent Grove Advisors

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6M 3 Chicago, IL 2018
6M 9 Sherman Oaks, CA 2003
6M 5 New York, NY 2017
6M 11 Grosse Pointe Farms, MI 2012
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FAQ

What is the location of Crescent Grove Advisors's headquarters?
The headquarters of Crescent Grove Advisors are situated at 100 Field Drive Suite 215, Lake Forest IL
What is Crescent Grove Advisors's phone number?
Crescent Grove Advisors's contact number is (847) 752-9479.
What is Crescent Grove Advisors's official website?
The official website of Crescent Grove Advisors can be found at crescentgroveadvisors.com.
What is Crescent Grove Advisors's current revenue?
As of February 2019, Crescent Grove Advisors's annual revenue reached $6B.
How many employees does Crescent Grove Advisors currently have?
Crescent Grove Advisors employs approximately 36+ people as of February 2019
Which industries is Crescent Grove Advisors primarily operating in?
Crescent Grove Advisors operates in the following industries: Investment Management
What are Crescent Grove Advisors's industry tags?
Crescent Grove Advisors's industry tags include: Comprehensive financial planning, Investment strategy and implementation, Investment management and consulting
When was Crescent Grove Advisors founded?
Crescent Grove Advisors was founded in 2015.

Employee Directory

Key Employees

Bijal Chikani

Director of Tax

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Noelle Matkovich

Senior Operations Specialist

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