Info

Crestone is a privately-held, SEC-registered investment advisory firm based in Boulder, Colorado. The firm was founded in 1991 as The Eric J. Kramer Company, the predecessor to Crestone. The firm now serves 36 clients nationwide. We currently have 24 professionals, including 3 principals and 21 employees covering the following service areas: client advisory services, financial consulting/analysis, portfolio accounting, broker-dealer operations, and various operations and administrative functions.