Koleton
Gruber
Crestone Asset Management LLC
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About this Advisor
Koleton Gruber is a financial advisor based in Boulder, Colorado with 2 years of relevant experience. Gruber is on the advisory team at Crestone Asset Management LLC. The advisor has gained experience at Fidelity Brokerage Services LLC, Translations.Com, University Of Colorado At Boulder, Advanced Business Acquisitions, Charles University, Emerald Hills Golf Course, Fidelity Personal And Workplace Advisors, Crestone Asset Management LLC and Fidelity Investments. Gruber maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to advise clients in Colorado. Crestone Asset Management LLC is a company based out of Boulder, CO. The firm has offices in three locations and a total of 56 employees. It manages $4 billion in assets across its 735 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises three charities and foundations. Of its 735 client accounts, 73% are associated with high-net-worth clients who have more than $1 million in assets. The firm performs a broad assortment of services, such as 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 fee schedules depend on the financial services provided. Fees billed by Crestone Asset Management LLC may 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
Koleton Gruber Work History
Koleton has been registered as a financial advisor for 2 years.*
Crestone Asset Management LLC
Crestone Asset Management LLC
Fidelity Investments
Fidelity Personal And Workplace Advisors
Fidelity Brokerage Services LLC
Translations.Com
Advanced Business Acquisitions
Charles University
Emerald Hills Golf Course
University Of Colorado At Boulder
*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 Koleton Gruber 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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