Crestline Capital

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

650 Dundee Rd Ste 350, Northbrook, Illin...

Phone Number

(503) 635-4457

Website

www.crestlinecapital.net

Revenue

<$5 Million

Industry

Finance Securities Trading

About Crestline Capital

Pure Financial Advisors is a fee-only financial planning firm specializing in retirement planning and tax-optimized investment management. They offer personalized financial services, including cash flow analysis, estate planning, risk management consulting, and tax planning. The firm aims to educate clients and help them achieve their financial goals through a transparent advisory process. Their target clients include individuals nearing retirement, those already retired, and anyone seeking comprehensive financial advice.Explore more
Crestline Capital's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Crestline Capital Org Chart

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Amanda Cook

Director, Tax

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Marc Horner

Principal

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Associate Advisor

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Compare insights from companies similar to Crestline Capital, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

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Top Executive

Crestline Capital

<$5M
1-10
Private
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AC
Amanda CookDirector, Tax
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$5M
11-50
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2012
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Christopher RossManaging Planning & Investments Partner
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Casey O'Leary, President at Trinity Wealth Management
Casey O'LearyPresident
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2004
Robert Rall, President & Founder at Rall Capital Management
Robert RallPresident & Founder
Concenture Wealth
<$5M
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Michael AlexanderChief Investment Officer
Illustration of an envelope

Crestline Capital Tech Stack

A closer look at the technologies used by Crestline Capital

F5 Silverline DDoS Protection

By

F5
Microsoft 365

By

Microsoft
Redtail CRM

By

Redtail Technology
Web.com Website hosting

By

Web.com
See more technologies

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Frequently Asked Questions Regarding Crestline Capital

What is Crestline Capital's official website?
Crestline Capital's official website is www.crestlinecapital.net What is Crestline Capital's Revenue?
Crestline Capital's revenue is <$5 Million What is Crestline Capital's SIC code?
Crestline Capital's SIC: 62,628 What is Crestline Capital's NAICS code?
Crestline Capital's NAICS: 52,523 How many employees does Crestline Capital have?
Crestline Capital has 1-10 employees What industry does Crestline Capital belong to?
Crestline Capital is in the industry of: Finance, Securities Trading What is Crestline Capital competition?
Crestline Capital top competitors include: Alliance Wealth Advisors, Rall Capital Management, Concenture Wealth, Trinity Wealth Management What technology does Crestline Capital use?
Some of the popular technologies that Crestline Capital uses are: F5 Silverline DDoS Protection, Microsoft 365, Redtail CRM, Web.com Website hosting How do I contact Crestline Capital?
Crestline Capital contact info: Phone number: (503) 635-4457 Website: www.crestlinecapital.net What does Crestline Capital do?

Pure Financial Advisors is a fee-only financial planning firm specializing in retirement planning and tax-optimized investment management. They offer personalized financial services, including cash flow analysis, estate planning, risk management consulting, and tax planning. The firm aims to educate clients and help them achieve their financial goa... ls through a transparent advisory process. Their target clients include individuals nearing retirement, those already retired, and anyone seeking comprehensive financial advice.Read More

 What are Crestline Capital social media links?
Crestline Capital Linkedin page Crestline Capital Facebook page Is Crestline Capital a public company?
Crestline Capital is private company therefore does not currently have an official ticker symbol
See more information about Crestline Capital

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