Crystal View Capital, LLC is an adviser based in Grand Rapids. It manages $14.49 million of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Michigan.
Crystal View Capital provides financial planning services, portfolio management for individuals and small businesses, and consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Crystal View Capital, LLC is $14.49 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Crystal View Capital, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Crystal View Capital, LLC performs its advisory services is located at 187 Monroe Avenue,, Grand Rapids, MI 49503 The mailing address of the firm is P.O. Box 1707, Grand Rapids, MI 49501. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 616-293-6292. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday.