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CRESTWOOD ADVISORS GROUP, LLC

EIN 81-4446465-investment management-Latest filing 2025
Plans
1
Retirement
1
$26.6M assets
Welfare
0
Participants
70
ONE LIBERTY SQUARE, SUITE 500 - BOSTON, MA 02109617-523-8880crestwoodadvisors.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$26.6M - 70 part

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Retirement#001

CRESTWOOD ADVISORS GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$26.6M
Participants70
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CRESTWOOD ADVISORS GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST401k$26.6M702025
Retirement plans
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