Crestline Advisory Group LLC

Denver, CO

Texas

Registered In

07/09/2019

Incorp. Date

Foreign

Registration Type

Colorado

Foreign Jurisdiction

Company Summary

Crestline Advisory Group LLC at 700 N Colorado Blvd, Denver, Co 80206 lists Daniel Vanek of Denver, CO as the associate.

Overview

Registered In

Texas

Incorporation Date

07/09/2019

Company Type

Foreign Limited Liability Company (Llc)

Status

In Existence

Registration Type

Foreign

Foreign Jurisdiction

Colorado

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People

Ryan Sailor Registered Agent	1608 OLD COURSE DR, PLANO, TX 75093
Daniel Vanek CEO	960 SYRACUSE CT, DENVER, CO 80230

Map & Locations

700 N COLORADO BLVD, DENVER, CO 80206 View Map

Financials

Financial Information for Crestline Advisory Group LLC

Form 5500

CRESTLINE ADVISORY GROUP LLC

700 Colorado Blvd STE 686, Denver, Co 80206 (720) 226-1203 EIN:82-3546196 Plan Admin:Dan Vanek

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCRESTLINE ADVISORY GROUP LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$290,505 / $435,853	2023	CRESTLINE ADVISORY GROUP LLC 401(K) P/S PLAN - Plan #001	3 / 3	$290,505 / $435,853
2022	Plan NameCRESTLINE ADVISORY GROUP LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$363,741 / $290,505	2022	CRESTLINE ADVISORY GROUP LLC 401(K) P/S PLAN - Plan #001	3 / 3	$363,741 / $290,505
2021	Plan NameCRESTLINE ADVISORY GROUP LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$245,590 / $363,741	2021	CRESTLINE ADVISORY GROUP LLC 401(K) P/S PLAN - Plan #001	3 / 3	$245,590 / $363,741
2020	Plan NameCRESTLINE ADVISORY GROUP LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$143,630 / $245,590	2020	CRESTLINE ADVISORY GROUP LLC 401(K) P/S PLAN - Plan #001	3 / 3	$143,630 / $245,590
2019	Plan NameCRESTLINE ADVISORY GROUP LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$57,755 / $143,630	2019	CRESTLINE ADVISORY GROUP LLC 401(K) P/S PLAN - Plan #001	3 / 3	$57,755 / $143,630

Benefit & Retirement Plans based on Form 5500.

PPP Loans

CRESTLINE ADVISORY GROUP LLC

700 Colorado Boulevard, Denver, CO 80206 Industry:Executive Search Services Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
04/13/2020	Approved$53,300 Forgiven$53,688 LenderCustomers Bank Jobs3	04/13/2020	$53,300	$53,688	Customers Bank	3

PPP Loans based on Paycheck Protection Program.

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Crestline Advisory Group, LLC Registered in Colorado	Denver, CO		View Report

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Sources

The following government agencies have contributed data:

• Texas Comptroller of Public Accounts • U.S. Department of Labor • U.S. Small Business Administration

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