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- Custodian
- First Clearing · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-02-2014
- Office Locations
- 1
Office Locations
About Crystal Brook Advisors
Crystal Brook Advisors is a fee-based advisory firm providing financial planning and investment management, with a flexible model: open and manage an online investment account, work with certified advisors who manage the portfolio, or combine both. They emphasize plain-English education on topics like bonds and IRAs and meet clients in person, by phone, or online. Investment implementation includes ETFs, mutual funds, and fixed income; client focus includes entrepreneurs.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PETER JEREMY CREEDON
Chief Compliance Officer, Chief Executive Officer, Managing Member, PRINCIPAL
- CRD
- #2951761
- Ownership
- 75% or more
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $19,027,636 | -- |
| Total | $19,027,636 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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