Robert
Peterson
Crescent Grove Advisors
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About this Advisor
Robert Peterson is a financial advisor based in Lake Forest, Illinois with a total of 5 years of industry experience. Peterson is on the advisory team at Crescent Grove Advisors. Their career trajectory has included roles at Ayco/Goldman Sachs and Crescent Grove Advisors, LLC. Peterson has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Illinois. Crescent Grove Advisors is a financial advisory business that has its headquarters in Lake Forest, IL. The firm has offices in two locations and a total of 32 financial advisors. It administers $4 billion in total assets between its 350 accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advisory services to 17 charitable organizations. Of its 350 accounts, 71% are held by high-net-worth individuals who have greater than $1 million in assets. Crescent Grove Advisors provides a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules vary depending on which services the firm provides the client. However, fees charged by Crescent Grove Advisors likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Crescent Grove Advisors Brokerage Details
$3,912,910,263
32
350
$11,179,744
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Robert Peterson Work History
Robert has been registered as a financial advisor for 5 years.*
Crescent Grove Advisors, LLC
Ayco/Goldman Sachs
*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 Robert Peterson 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 Crescent Grove Advisors
Lake Forest, IL
Lake Forest, IL
Lake Forest, IL
Lake Forest, IL
Lake Forest, IL
Lake Forest, IL
Atlanta, GA
Milwaukee, WI
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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