About Crescent Grove Advisors
Crescent Grove Advisors is a fee-only, independent registered investment advisory firm based in Lake Forest, Illinois, with additional offices in Milwaukee, Wisconsin, and Atlanta, Georgia. Founded in 2015 by a team with over 20 years of experience, the firm focuses on delivering client-centered financial advice. It manages approximately $5 billion in assets and serves a diverse clientele, including high-net-worth individuals, institutional clients, small businesses, and retail investors.
Min project size
50,000+
Hourly rate
50 / hr
Employees
40
Locations
United States
Year founded
Founded 2015
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