Crescent Grove Advisors Revenue

Investment Management • Lake Forest, Illinois, United States • 21-50 Employees

Crescent Grove Advisors revenue & valuation

Annual revenue	$3,507,755
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$11,300,000
Total funding	No funding

Key Contacts at Crescent Grove Advisors

Blake Karls

Director, Investments And Media Communications

Dave Keevins

Managing Director / Chief Investment Officer

Gregg George

Managing Director

Nick Kochanski

Managing Director

Bijal Chikani

Director Of Tax

Patrick Malloy

Director Of Tax

Maureen Costello

Director - Business Operations & Analytics

Company overview

Headquarters	100 Field Drive, Suite 215, Lake Forest, IL 60045, US
Phone number	+16785856625
Website	crescentgroveadvisors.com
NAICS	5231
SIC	628
Keywords	Business Succession Planning, Comprehensive Financial Planning, Estate And Trust Planning, Investment Management And Consulting, Family Education, Foundation And Endowment Guidance, Generational And Legacy Planning, Investment Strategy And Implementation
Founded	2015
Employees	21-50
Socials

Crescent Grove Advisors Email Formats

Crescent Grove Advisors uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@crescentgroveadvisors.com), used 65.8% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@crescentgroveadvisors.com	65.8%
{first name}{last name}	johndoe@crescentgroveadvisors.com	28.9%
{last name}{last name}	doedoe@crescentgroveadvisors.com	5.3%

About Crescent Grove Advisors

Our approach is personalized because your needs are unique. To us, wealth management is about family and the unique values that define your hopes and dreams now and for the future. We listen closely to understand your goals and unique perspective on wealth. Only then do we begin to craft a dynamic, highly customized strategy that brings clarity to all the facets of your financial life, freeing you to pursue what is most important to you.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Senior

C-Suite

Employees by Department

Crescent Grove Advisors has 29 employees across 5 departments.

Departments

Number of employees

Funding Data

Crescent Grove Advisors has never raised funding before.

Crescent Grove Advisors Tech Stack

Discover the technologies and tools that power Crescent Grove Advisors's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Gravity Forms

Form builders

Google Maps

Maps

Microsoft 365

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

Apple iCloud Mail

Webmail

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

Bootstrap Icons

Font scripts

Yoast SEO

SEO

Frequently asked questions

Crescent Grove Advisors is located in Lake Forest, Illinois, US.

You can reach Crescent Grove Advisors at +16785856625.

Crescent Grove Advisors generates an estimated annual revenue of $3,507,755. This revenue figure reflects the company's market position and business performance in its industry.

Crescent Grove Advisors has an estimated valuation of $11,300,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Crescent Grove Advisors was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.

Crescent Grove Advisors has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Crescent Grove Advisors

Blake Karls

Director, Investments And Media Communications

Dave Keevins

Managing Director / Chief Investment Officer

Gregg George

Managing Director

Nick Kochanski

Managing Director

Bijal Chikani

Director Of Tax

Patrick Malloy