Overview
Assets Under Management: $283 million
Headquarters: PLANO, TX
High-Net-Worth Clients: 29
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.94
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 467
Discretionary Accounts: 431
Non-Discretionary Accounts: 36
Regulatory Filings
CRD Number: 115974
Last Filing Date: 2024-12-26 00:00:00
Website: https://crescentsecurities.com