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

  • Revenue per employee

    $543783

  • Variance of revenue growth

    0.03

  • Annual revenue growth since founding

    $595571

  • Revenue growth rate from first known quarter to current

    -35.7%

Employee Count

23 employees

  • Employee growth rate from first known quarter to current

    -40.5%

Executives

Michael Eckton

Chief Executive Officer

m**@crestwoodadvisors.com

Kevin Macguire

Managing Director, Portfolio Manager

k**@crestwoodadvisors.com

Leah Sciabarrasi

Partner and Managing Director of Relationship Management

l**@crestwoodadvisors.com

Paige Earls

Senior Associate

p**@crestwoodadvisors.com

Julie Praline

Director, Equity Analyst

j**@crestwoodadvisors.com

John Ingram

Managing Director, Asset Allocation & Research

j**@crestwoodadvisors.com

Julieanne Gilchrist

Director, Operations-Finance

j**@crestwoodadvisors.com

Susan Brewer

Managing Director, Portfolio Manager

s**@crestwoodadvisors.com

Nathan Gore

Technology Specialist

n**@crestwoodadvisors.com

Alexandra Blake

Director, Wealth Advisor

a**@crestwoodadvisors.com

Sarah Kanwal

Director, Equity Analyst

s**@crestwoodadvisors.com

Kevin Behrendt

Securities Trader

k**@crestwoodadvisors.com

Micah Weinstein

Research Analyst

m**@crestwoodadvisors.com

Margaret Sweet

Director

m**@crestwoodadvisors.com

Nicole Dellapasqua

Client Advisor

n**@crestwoodadvisors.com

Christopher Auten

Portfolio Manager

c**@crestwoodadvisors.com

Luke Neumann

Wealth Planner

l**@crestwoodadvisors.com

Jennifer Bond

Director, Client Relations

j**@crestwoodadvisors.com

Michelle Herd

Director, Relationship Manager

m**@crestwoodadvisors.com

Roy Treible

Chief Compliance Officer & Chief Operating Officer & Managing Director & Operations Partner

r**@crestwoodadvisors.com

Karen Zimmerman

Staff Registered Nurse

k**@crestwoodadvisors.com

Angie Delgado

Accounts Payable Controller

a**@crestwoodadvisors.com

Peter Malone

Director, Portfolio & Manager

p**@crestwoodadvisors.com

Leigh Hurd

Portfolio Manager

l**@crestwoodadvisors.com

Aaron Beltrami

Partner

a**@crestwoodadvisors.com

G 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

  • Rank

    1.73 M

  • Daily time

    4:38

Location

1020 Boston Post Rd. 
Darien, CT  06820

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Key Information

  • SIC: 62; 628
  • NAICS: 523; 523920
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Crestwood Advisors LLC.

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Frequently Asked Questions

Where is Crestwood Advisors LLC located?

Crestwood Advisors LLC's headquarters are located at 1020 Boston Post Rd.  Darien, CT  06820.


What is Crestwood Advisors LLC's official website?

Crestwood Advisors LLC's official website is crestwoodadvisors.com


What is Crestwood Advisors LLC's revenue?

Crestwood Advisors LLC's annual revenue is $12.5 M.


What is Crestwood Advisors LLC's SIC code?

Crestwood Advisors LLC's SIC: 62; 628


What is Crestwood Advisors LLC's NAICS code?

Crestwood Advisors LLC's NAICS: 523; 523920.


How many employees does Crestwood Advisors LLC's have?

Crestwood Advisors LLC has 23 employees


What industry does Crestwood Advisors LLC belong to?

Crestwood Advisors LLC is in the industry of Investment banking.

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