CRESTWOOD ADVISORS LLC
CRD #125361 SEC #801-62000 BOSTON, MA 617-523-8880
SEC Registered
Total AUM
$1.3B
Discretionary
$1.2B
Employees
23
Clients
101
Accounts
1,596
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2016 | $1.3B | $1.2B | $75M | 23 | 300 |
| Mar 2015 | $1.3B | $1.2B | $116.4M | 17 | 300 |
| Mar 2014 | $1.2B | $1B | $163.9M | 16 | 300 |
| Mar 2013 | $1B | $918.8M | $110.9M | 14 | 300 |
| Apr 2012 | $807.6M | $706.2M | $101.4M | 11 | 300 |
| Mar 2012 | $807.6M | $706.2M | $101.4M | 11 | 300 |
| Jun 2011 | $711.5M | $678.3M | $33.3M | -- | -- |
| Dec 2010 | $544.1M | $514.4M | $29.6M | 10 | -- |
| May 2010 | $544.1M | $514.4M | $29.6M | 10 | -- |
| Mar 2010 | $544.1M | $514.4M | $29.6M | 10 | -- |
| Oct 2009 | $476.4M | $455.2M | $21.2M | 10 | -- |
| Oct 2007 | $257.7M | $238.9M | $18.8M | 10 | -- |
| Mar 2007 | $240.9M | $221.7M | $19.1M | 10 | -- |
| Jan 2007 | $203.4M | $185.4M | $18M | 10 | -- |
| Mar 2006 | $203.4M | $185.4M | $18M | 10 | -- |
| Mar 2006 | $93.3M | $93.3M | $0 | 5 | -- |
| Dec 2005 | $93.3M | $93.3M | $0 | 5 | -- |
| Mar 2004 | $55.2M | $55.2M | $0 | 5 | -- |
DateMar 2016
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$75M
Employees23
Clients300
DateMar 2015
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$116.4M
Employees17
Clients300
DateMar 2014
Total AUM$1.2B
Discretionary$1B
Non-Disc.$163.9M
Employees16
Clients300
DateMar 2013
Total AUM$1B
Discretionary$918.8M
Non-Disc.$110.9M
Employees14
Clients300
DateApr 2012
Total AUM$807.6M
Discretionary$706.2M
Non-Disc.$101.4M
Employees11
Clients300
DateMar 2012
Total AUM$807.6M
Discretionary$706.2M
Non-Disc.$101.4M
Employees11
Clients300
DateJun 2011
Total AUM$711.5M
Discretionary$678.3M
Non-Disc.$33.3M
Employees--
Clients--
DateDec 2010
Total AUM$544.1M
Discretionary$514.4M
Non-Disc.$29.6M
Employees10
Clients--
DateMay 2010
Total AUM$544.1M
Discretionary$514.4M
Non-Disc.$29.6M
Employees10
Clients--
DateMar 2010
Total AUM$544.1M
Discretionary$514.4M
Non-Disc.$29.6M
Employees10
Clients--
DateOct 2009
Total AUM$476.4M
Discretionary$455.2M
Non-Disc.$21.2M
Employees10
Clients--
DateOct 2007
Total AUM$257.7M
Discretionary$238.9M
Non-Disc.$18.8M
Employees10
Clients--
DateMar 2007
Total AUM$240.9M
Discretionary$221.7M
Non-Disc.$19.1M
Employees10
Clients--
DateJan 2007
Total AUM$203.4M
Discretionary$185.4M
Non-Disc.$18M
Employees10
Clients--
DateMar 2006
Total AUM$203.4M
Discretionary$185.4M
Non-Disc.$18M
Employees10
Clients--
DateMar 2006
Total AUM$93.3M
Discretionary$93.3M
Non-Disc.$0
Employees5
Clients--
DateDec 2005
Total AUM$93.3M
Discretionary$93.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$55.2M
Discretionary$55.2M
Non-Disc.$0
Employees5
Clients--