Crest Capital Advisors Revenue

Investment Management • San Diego, California, United States • 11-20 Employees

Crest Capital Advisors revenue & valuation

Annual revenue	$1,283,325
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$4,200,000
Total funding	No funding

Key Contacts at Crest Capital Advisors

Ted Bowen

Managing Director, Partner

Drew Nordlicht

Private Wealth Advisor And Partner, Managing Director

David Molnar

Private Wealth Advisor And Partner, Managing Director

Catie Morici

Managing Director, Private Wealth Services

Company overview

Headquarters	12680 High Bluff Drive, Suite 450, San Diego, CA 92130, US
Phone number	+18583566340
Website	crestcapadv.com
NAICS	5231
Keywords	Financial Services, Investment Management, Corporate Executive Services, Carried Interest Tax And Estate Planning, Gp Stakes Financial Planning, General Partner Financial Planning
Founded	2012
Employees	11-20
Socials

Crest Capital Advisors Email Formats

Crest Capital Advisors uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@crestcapadv.com), used 64.3% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@crestcapadv.com	64.3%
{first name}{last name}	johndoe@crestcapadv.com	21.4%
{last name}{last name}	doedoe@crestcapadv.com	14.3%

About Crest Capital Advisors

Crest Capital works exclusively with wealth creators – Families who have successfully founded, financed, or managed Private Markets Asset Management Firms (GPs) and Corporations. The firm brings over 48 years of industry expertise optimizing the complex Tax, Estate, and Financial Planning affairs of General Partners and Corporate Executives.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

C-Suite

Manager

Employees by Department

Crest Capital Advisors has 5 employees across 2 departments.

Departments

Number of employees

Funding Data

Crest Capital Advisors has never raised funding before.

Crest Capital Advisors Tech Stack

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

Onsen UI

Mobile frameworks

jQuery CDN

CDN

Contentful

CMS

PWA

Miscellaneous

Cloudflare

CDN

jQuery

JavaScript libraries

Google Analytics

Analytics

Bootstrap

UI frameworks

Amazon S3

CDN

Amazon Web Services

PaaS

Google Tag Manager

Tag managers

cdnjs

CDN

Frequently asked questions

Crest Capital Advisors is located in San Diego, California, US.

You can reach Crest Capital Advisors at +18583566340.

Crest Capital Advisors generates an estimated annual revenue of $1,283,325. This revenue figure reflects the company's market position and business performance in its industry.

Crest Capital Advisors has an estimated valuation of $4,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Crest Capital Advisors was founded in 2012, making it 14 years old. The company has established itself as a significant player in its industry over this time.

Crest Capital Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Crest Capital Advisors

Ted Bowen

Managing Director, Partner

Drew Nordlicht

Private Wealth Advisor And Partner, Managing Director

David Molnar

Private Wealth Advisor And Partner, Managing Director

Catie Morici

Managing Director, Private Wealth Services

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