Crescent Grove Advisors
Finance · Wisconsin, United States · 11-50 Employees
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Overview
Headquarters
313 N Plankinton Ave Ste 216, Milwaukee,...Phone Number
(847) 752-9479Revenue
$6.1 MillionIndustry
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
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Jul
ZI Rank
1
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2
1
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2
About Crescent Grove Advisors
Crescent Grove Advisors is an independent, employee-owned firm that specializes in providing holistic family office solutions for ultra-high-net-worth individuals, business owners, executives, and multigenerational families. They offer a range of services including financial planning, investment management, tax strategies, and estate planning, all tailored to align with clients' financial goals and visions for the future. The firm prides itself on a concierge-level approach, emphasizing honesty, hard work, and a personal touch in their advisory services. Their experienced team collaborates closely to deliver bespoke solutions that simplify financial decision-making and enhance clients' peace of mind.Explore more
Crescent Grove Advisors Org Chart
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Activity Insights
Crescent Grove Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
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Crescent Grove Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Crescent Grove Advisors.
Crescent Grove Advisors Tech Stack
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Most Recent Scoops
Event
Person-Based
Andrew Krei, Co-Chief Investment Officer, appeared on a podcast called "Bloomberg Businessweek" on 08/18/2025. Topics discussed include Ukraine, Russia, Trump, Zelenskiy, Geopolitics.
Events, Podcast
New Hire
Executive Move
Executive Moves, New Hire
Facilities Relocation / Expansion
Crescent Grove Advisors is planning to move its offices in March 2022. The move will impact employees at their existing office located at 3284 Northside Pkwy Nw, Suite # 495, Atlanta , GA.
Facilities Relocation/Expansion
Facilities Relocation / Expansion
Crescent Grove Advisors News & Media
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Frequently Asked Questions Regarding Crescent Grove Advisors
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Crescent Grove Advisors is an independent, employee-owned firm that specializes in providing holistic family office solutions for ultra-high-net-worth individuals, business owners, executives, and multigenerational families. They offer a range of services including financial planning, investment management, tax strategies, and estate planning, all... Read More
