Summary
Crestwood Advisors LLC
Founded in 2017
Strengths
- Crestwood Advisors LLC has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Revenue growth is more steady than the industry average
- Since Crestwood Advisors LLC was founded, the company has grown faster than the industry average
- Web traffic rankings are better than the industry average
Weaknesses
- Revenue growth is less than the industry average
- The number of employees is not growing as fast as the industry average
Annual Revenue
Crestwood Advisors LLC's annual revenue
$12507000
Based on Kona Equity data
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Revenue per employee
$543783
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Variance of revenue growth
0.03
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Annual revenue growth since founding
$595571
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Revenue growth rate from first known quarter to current
-35.7%
Employee Count
23 employees
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Employee growth rate from first known quarter to current
-40.5%
Executives
Michael Eckton
Chief Executive Officer
m**@crestwoodadvisors.comKevin Macguire
Managing Director, Portfolio Manager
k**@crestwoodadvisors.comLeah Sciabarrasi
Partner and Managing Director of Relationship Management
l**@crestwoodadvisors.comPaige Earls
Senior Associate
p**@crestwoodadvisors.comJulie Praline
Director, Equity Analyst
j**@crestwoodadvisors.comJohn Ingram
Managing Director, Asset Allocation & Research
j**@crestwoodadvisors.comJulieanne Gilchrist
Director, Operations-Finance
j**@crestwoodadvisors.comSusan Brewer
Managing Director, Portfolio Manager
s**@crestwoodadvisors.comNathan Gore
Technology Specialist
n**@crestwoodadvisors.comAlexandra Blake
Director, Wealth Advisor
a**@crestwoodadvisors.comSarah Kanwal
Director, Equity Analyst
s**@crestwoodadvisors.comKevin Behrendt
Securities Trader
k**@crestwoodadvisors.comMicah Weinstein
Research Analyst
m**@crestwoodadvisors.comMargaret Sweet
Director
m**@crestwoodadvisors.comNicole Dellapasqua
Client Advisor
n**@crestwoodadvisors.comChristopher Auten
Portfolio Manager
c**@crestwoodadvisors.comLuke Neumann
Wealth Planner
l**@crestwoodadvisors.comJennifer Bond
Director, Client Relations
j**@crestwoodadvisors.comMichelle Herd
Director, Relationship Manager
m**@crestwoodadvisors.comRoy Treible
Chief Compliance Officer & Chief Operating Officer & Managing Director & Operations Partner
r**@crestwoodadvisors.comKaren Zimmerman
Staff Registered Nurse
k**@crestwoodadvisors.comAngie Delgado
Accounts Payable Controller
a**@crestwoodadvisors.comPeter Malone
Director, Portfolio & Manager
p**@crestwoodadvisors.comLeigh Hurd
Portfolio Manager
l**@crestwoodadvisors.comAaron Beltrami
Partner
a**@crestwoodadvisors.comG Score - 5
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
- G5 Variance of revenue growth is less than the industry average
- G6 Annual revenue growth since founding is higher than the industry average.
- G7 Website traffic rankings are better than the industry average
Web Analysis
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Rank
1.73 M
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Daily time
4:38
Location
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Key Information
- Name: Crestwood Advisors LLC
- Category: Investment banking
- Industry: Financial Consultant
- SIC: 62; 628
- NAICS: 523; 523920
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Firmographic data G Score of 5 Founded in 2017 SIC: 62 SIC: 628 NAICS: 523 NAICS: 523920 #Investment Banking #Finance
Frequently Asked Questions
Crestwood Advisors LLC's headquarters are located at 1020 Boston Post Rd. Darien, CT 06820.
Crestwood Advisors LLC's official website is crestwoodadvisors.com
Crestwood Advisors LLC's annual revenue is $12.5 M.
Crestwood Advisors LLC's SIC: 62; 628
Crestwood Advisors LLC's NAICS: 523; 523920.
Crestwood Advisors LLC has 23 employees
Crestwood Advisors LLC is in the industry of Investment banking.