Lindsay
Searer
Crestone Asset Management LLC
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About this Advisor
Lindsay Searer is a chartered financial analyst who works out of Boulder, Colorado who has 2 years of relevant experience. Searer works at Crestone Asset Management LLC. Their career trajectory has included roles at Crestone Asset Management LLC. Searer is registered to operate in California, Colorado and Texas. Crestone Asset Management LLC is a financial advisory business operating out of Boulder, CO. The firm has offices in three locations and a total of 56 people on staff. It manages $4 billion in total assets across its 735 accounts, placing it among the largest firms in the country by assets under management. The firm serves three charitable organizations. Of its 735 client accounts, 73% are held by high-net-worth clients who have greater than $1 million in investable assets. Crestone Asset Management LLC performs a number 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. Fees for financial management largely depend on which services are provided. Fees charged by Crestone Asset Management LLC may include some blend of 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
Lindsay Searer Work History
Lindsay has been registered as a financial advisor for 2 years.*
Crestone Asset Management LLC
Crestone Asset Management LLC
*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 Lindsay Searer 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
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