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Home > Retirement Planners > louisiana > metairie > CRESCENT STERLING LTD.
CRESCENT STERLING LTD.
4415 Shores Drive
Suite 250
Metairie, Louisiana 70006-6804
Tel: 504-885-1135
About CRESCENT STERLING LTD.
CRESCENT STERLING LTD, formally registered with the SEC as CRESCENT STERLING LTD. The firm was established in 07/01/1992. They have over 1 offices throughout the country.
CRESCENT STERLING LTD. is a Metairie, Louisiana based Financial Planning firm with nearly $212,408,000 assets under management, offering retirement planning & investment advisory services to 527 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106633 |
| SEC# | 801-41821 |
| Assets Managed by Firm | $212,408,000 |
| No. of Clients | 527 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (PORTFOLIO MANAGEMENT FOR CHARITABLE ORGANIZATIONS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 527 | $212,408,000 |
| Individuals (other than high net worth individuals) | 169 | $43,200,000 |
| High net worth individuals | 63 | $142,000,000 |
| Charitable organizations | 2 | $26,700,000 |
| Corporations or other businesses | 1 | $508,000 |
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|---|---|---|---|
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