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CRESTWOOD ADVISORS

Investment AdviceBOSTON, MA

Assets Under Management

$7B

Total AUM

Donut chart: Discretionary 6.8B, Non-Discretionary 194.7M
Category	Value
Discretionary	6.8B
Non-Discretionary	194.7M

Adviser Information

Field	Value
CRD Number	286243
SEC Number	801-108983
Street Address	ONE LIBERTY SQUARE
Street Address 2	SUITE 500
Location	BOSTON, MA 02109
Country	United States
Phone	617-523-8880
Fax	617-523-8118
Total Employees	61
Business Types	financial_product_sales

Client Count by Type (1,140 Total)

Horizontal bar chart: High Net Worth Individual… 827, Individuals (other than H… 282, Corporations/Businesses 17, Pension/Profit Sharing Pl… 11, Charitable Organizations 3
Category	Value
High Net Worth Individual…	827
Individuals (other than H…	282
Corporations/Businesses	17
Pension/Profit Sharing Pl…	11
Charitable Organizations	3

Crestwood Advisors, MA — Investment Adviser | BuildTrust