This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- PathwayBeacon +more
- Established Date
- 05-14-2012
- Office Locations
- 1
Office Locations
About Crestone Financial Advisors, LLC
Crestone Financial Advisors is an independent, fee-only fiduciary RIA based in Virginia’s Shenandoah Valley, providing holistic financial planning (retirement, tax, estate, risk and education planning) alongside discretionary investment management. Portfolios emphasize evidence-based, long-term investing informed by Fama/French research, with tax-efficient asset location and household-level allocation across accounts (including 401(k)s). Serves clients nationwide via virtual meetings; custody on Altruist.
Team overview
Insights
Asset Classes
Custodian
Fund Managers
Investment Themes
Platform
Services
Technology
Owner & Executives
MICAH EDWIN REISH
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #5728992
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,238,332 | -- |
| Non-Discretionary | $11,257,195 | -- |
| Total | $46,495,527 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $46,495,527
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $310,463,093 | 18.7% |
| Equity - Exchange | $76,370,600 | 4.6% |
| Other | $308,802,863 | 18.6% |
| Cash | $335,366,550 | 20.2% |
| Corporate - Investment Grade | $310,463,093 | 18.7% |
| U.S. Government/Agency | $318,764,245 | 19.2% |
| Total | $1,660,230,444 | 100.0% |