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CRESCENT GROVE ADVISORS

LAKE FOREST, IL · CRD 170912 · IAPD ↗ · crescentgroveadvisors.com · 847-752-0292

$5.50BRegulatory AUM
14Advisory reps
34Employees
8Clients
251-500Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2024 — CRESCENT GROVE ADVISORS notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.