Christine
Basler
Crestone Asset Management LLC
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About this Advisor
Christine Basler is a financial advisor working in Boulder, Colorado with a total of 1 year of relevant experience. Basler is an employee of Crestone Asset Management LLC. Their career trajectory has included roles at Crestone Asset Management, LLC, St. Louis Trust & Family Office, Washington University, Pricewaterhousecoopers and Boston College. Basler maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to operate in Colorado. Crestone Asset Management LLC is an advisory firm that has its headquarters in Boulder, CO. The investment advisory business has offices in three locations and a total of 56 advisors. It controls $4 billion in assets among its 735 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves three charities and foundations. Of its 735 client accounts, 73% belong to high-net-worth individuals who have at least $1 million in investable assets. The business offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees usually depend on which services the firm provides the client. However, fees billed by Crestone Asset Management LLC most likely include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Crestone Asset Management LLC Brokerage Details
$3,646,520,228
56
735
$4,961,252
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Christine Basler Work History
Christine has been registered as a financial advisor for 1 years.*
Crestone Asset Management, LLC
St. Louis Trust & Family Office
Washington University
Pricewaterhousecoopers
Boston College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christine Basler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Crestone Asset Management LLC
Boulder, CO
Boulder, CO
Boulder, CO
Boulder, CO
Boulder, CO
Boulder, CO
Boulder, CO
Boulder, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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