Overview
Assets Under Management: $608 million
Headquarters: NEW ORLEANS, LA
High-Net-Worth Clients: 77
Average Client Assets: $2.8 million
Frequently Asked Questions
CRESCENT CAPITAL CONSULTING, LLC 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 #154925), CRESCENT CAPITAL CONSULTING, LLC is subject to fiduciary duty under federal law.
CRESCENT CAPITAL CONSULTING, LLC is headquartered in NEW ORLEANS, LA.
CRESCENT CAPITAL CONSULTING, LLC serves 77 high-net-worth clients according to their SEC filing dated February 09, 2018. View client details ↓
According to their SEC Form ADV, CRESCENT CAPITAL CONSULTING, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
CRESCENT CAPITAL CONSULTING, LLC manages $608 million in client assets according to their SEC filing dated February 09, 2018.
According to their SEC Form ADV, CRESCENT CAPITAL CONSULTING, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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: 77
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.01%
Average Client Assets: $2.8 million
Total Client Accounts: 591
Discretionary Accounts: 365
Non-Discretionary Accounts: 226
Regulatory Filings
CRD Number: 154925
Filing ID: 1172879
Last Filing Date: 2018-02-09 10:58:00