Overview
Assets Under Management: $339 million
Headquarters: RADNOR, PA
Frequently Asked Questions
CRESAP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #25899), CRESAP, INC. is subject to fiduciary duty under federal law.
CRESAP, INC. is headquartered in RADNOR, PA.
According to their SEC Form ADV, CRESAP, INC. offers portfolio management for individuals and selection of other advisors. View all service details ↓
CRESAP, INC. manages $339 million in client assets according to their SEC filing dated March 26, 2025.
According to their SEC Form ADV, CRESAP, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
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