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Founder and Managing Director Gregg George shared insights with Financial Advisor Magazine's Russ Alan Prince in light on the 10 year anniversary. The following is an excerpt from the article:
Russ Alan Prince: Crescent Grove Advisors recently celebrated 10 years of independence, during which the firm has grown threefold, recently surpassing $5 billion in AUM. What were the key drivers behind that growth?
Gregg George: The key drivers behind our growth have been our unwavering commitment to client relationships and a distinctive corporate culture that fosters innovation and collaboration.
On the client side, our integrated team of experts works with a low client-to-advisor ratio, allowing us to deliver highly personalized, white-glove service that meets the complexities of their wealth. We remain steadfast in our mission to serve as financial stewards, partnering closely with clients to guide informed decision-making and help them build and sustain their wealth and legacy. This dedication has earned us long-term trust and deep client relationships that continue to grow.
Read the full article here.
Download PDF
FA Magazine: Crescent Grove's Decade Of Purpose-Driven Growth And Innovation
Jun 11, 2025 | Newsroom
Russ Alan Prince: Crescent Grove Advisors recently celebrated 10 years of independence, during which the firm has grown threefold, recently surpassing $5 billion in AUM. What were the key drivers behind that growth?
Gregg George: The key drivers behind our growth have been our unwavering commitment to client relationships and a distinctive corporate culture that fosters innovation and collaboration.
On the client side, our integrated team of experts works with a low client-to-advisor ratio, allowing us to deliver highly personalized, white-glove service that meets the complexities of their wealth. We remain steadfast in our mission to serve as financial stewards, partnering closely with clients to guide informed decision-making and help them build and sustain their wealth and legacy. This dedication has earned us long-term trust and deep client relationships that continue to grow.
Read the full article here.
Download PDF