29
Growth Score
pts
Heat Score
-10 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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1763172
Crestview Capital Management offers investment advisory services, focusing on portfolio diversification and risk management.
- Tom McCann: Founder and Managing Partner
- Brian Bucell: Founder and Managing Partner
About the Company
Crestview Capital Management operates as a financial services provider, specializing in investment advisory. It functions under the umbrella of Dynamic Wealth Advisors, offering a range of investment solutions aimed at diversification and risk management. The team, consisting of Investment Advisor Representatives including Brian Bucell, Tom McCann,
Alec Zari, and Parker Dubeuil, brings a wealth of experience to the firm. Crestview Capital Management focuses on creating tailored investment strategies to meet the unique needs of its clients, leveraging a comprehensive approach to portfolio management.
