Company Management

Crest Capital Advisors

Investment Management 12680 High Bluff Drive 15 employees

Employees: 15
Contacts: 4
Emails: 4
Phones: 3

crestcapadv.com LinkedIn

Crest Capital Advisors Overview

Headquarters: 12680 High Bluff Drive
Phone Number: Available in AeroLeads
Website: crestcapadv.com
Industry: Investment Management
Employees: 15
Founded: 2012
Company Email: Available in AeroLeads
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Corporate Executive Services Financial Services GP Stakes Financial Planning General Partner Financial Planning Carried Interest Tax and Estate Planning Operational and Administrative Family Office Services Investment Management

About Crest Capital Advisors

Crest Capital works exclusively with wealth creators – Families who have successfully founded, financed, or managed Private Markets Asset Management Firms (GPs) and Corporations. The firm brings over 48 years of industry expertise optimizing the complex Tax, Estate, and Financial Planning affairs of General Partners and Corporate Executives.

Crest Capital Advisors Contact Details

People in AeroLeads: 4
With contact data: 4
Email contacts: 4; 100.0% coverage
Phone contacts: 3; 75.0% coverage

Crest Capital Advisors Org Chart

Sample employees and titles

Name	Title	Location	Contact
Drew Nordlicht, Cepa	Private Wealth Advisor and Partner	San Diego, California, United States	Email Phone
Catie Morici	Director of Private Wealth Services	San Diego, California, United States	Email Phone
David Molnar, Cfp®	Private Wealth Advisor and Partner	San Diego County, California, United States	Email Phone
Ryan Green		San Diego, California, United States	Email