Luke
Neumann
Crestwood Advisors
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About this Advisor
Luke Neumann is a financial advisor based in Boston, Massachusetts, working with Crestwood Advisors. Luke has previously held positions at North Berkeley Investment Partners, LLC and Crestwood Advisors Group, LLC. Luke has passed the Series 65 regulatory exam and is registered to provide services in Colorado and Massachusetts. Currently, Luke is part of Crestwood Advisors, which operates out of Boston, Massachusetts. The firm has 4 offices and 57 employees. The firm manages assets totaling $5.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Crestwood Advisors includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
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Crestwood Advisors Brokerage Details
$5,692,226,263
57
5,231
$1,088,172
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Luke Neumann Work History
Crestwood Advisors Group, LLC
North Berkeley Investment Partners, LLC
Disclosures
Please visit the SEC profile of Luke Neumann 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 Crestwood Advisors
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Darien, CT
Boston, MA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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