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Christopher Blake Durham

Crescent Grove Advisors

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About Christopher Blake Durham

Christopher Durham is a registered investment advisor representative with Crescent Grove Advisors. Christopher has been in the financial industry since 2012. Prior to joining Crescent Grove Advisors, Christopher worked at BMO Harris Financial Advisors, Inc. and M&I Financial Advisors, Inc. Christopher holds the Series 65 and Series 7 licenses and has a background in financial planning, portfolio management for businesses and individuals. Christopher provides financial advice to high net worth individuals, charitable organizations, corporations and other businesses.

Firm Information

Christopher Durham is currently registered with Crescent Grove Advisors. Crescent Grove Advisors is an investment advisor based in LAKE FOREST, IL. They manage approximately $1 billion to $10 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth. Their services include financial planning and portfolio management. The firm has 3 licensed agents and 17 investment advisor representatives.
Crescent Grove Advisors

100 NORTH FIELD DRIVE

LAKE FOREST, IL 60045

$4.46B

Assets Under Management

11

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Durham’s Registration & Firm History

GA

02/19/2019 - Present

Crescent Grove Advisors (ATLANTA GA)

IL

08/01/2012 - 12/14/2012

BMO HARRIS FINANCIAL ADVISORS, INC. (CHICAGO IL)

WI

04/30/2012 - 08/01/2012

M&I FINANCIAL ADVISORS, INC (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 02/18/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/29/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Blake Durham.
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