1700 Montgomery Street
Suite 240
San Francisco, California 94111
Tel: 415-800-2289
CRESCENT COVE ADVISORS, LP, formally registered with the SEC as CRESCENT COVE ADVISORS, LP. The firm was established in 06/03/2021. They have over 1 offices throughout the country.
CRESCENT COVE ADVISORS, LP is a San Francisco, California based Financial Planning firm with nearly $451,689,215 assets under management, offering retirement planning & investment advisory services to 17 clients. The firm is staffed with 9 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 288111 |
| SEC# | 801-121385 |
| Assets Managed by Firm | $451,689,215 |
| No. of Clients | 17 |
| No. of Advisors | 9 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 17 | $451,689,215 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
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