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Eric R Schmitz

Crescent Grove Advisors

Lake Forest, IL

CRD 6482418

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Employer firm

Crescent Grove Advisors CRD 170912

$5.50B regulatory AUM 8 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Crescent Grove Advisors

100 South Saunders Road Suite 210, Lake Forest, IL 60045 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2020-12-16
  • IL RA
    APPROVED
    Since 2020-12-16

Branch Locations

100 South Saunders Road Suite 210, Lake Forest, IL 60045 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Crescent Grove Advisors, Llc Lake Forest IL 01/2016 Present
  • 01/2016 → Present
    Crescent Grove Advisors, Llc
    Lake Forest, IL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-09-04
  • S63 Uniform Securities Agent State Law Examination
    2015-09-04
Designations
  • Chartered Financial Analyst
Other Names
  • Eric Schmitz

View on SEC IAPD

Nearby Firms

J.P. MORGAN SECURITIES LLC
BUSS CAPITAL MANAGEMENT, LLC
ISTO ADVISORS, LLC

Nearby Investors

Allison Marie Ockwood
Kevin G. Rieger
Tommy Pirvu

Nearby Offices

J.P. MORGAN SECURITIES LLC · LAKE FOREST, IL
BUSS CAPITAL MANAGEMENT, LLC · LAKE FOREST, IL
ISTO ADVISORS, LLC · Lake Forest, IL

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