Overview
Assets Under Management: $339 million
Headquarters: RADNOR, PA
High-Net-Worth Clients: 5
Average Client Assets: $68 million
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $68 million
Total Client Accounts: 595
Discretionary Accounts: 33
Non-Discretionary Accounts: 562
Regulatory Filings
CRD Number: 25899
Filing ID: 1968787
Last Filing Date: 2025-03-26 14:09:00
Website: https://cresap.com