Overview
Assets Under Management: $193 million
Headquarters: SENECA, SC
High-Net-Worth Clients: 76
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.23
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 824
Discretionary Accounts: 824
Regulatory Filings
CRD Number: 153101
Last Filing Date: 2025-02-13 00:00:00
Website: https://crescentfa.com