CRESCENT HILL PARTNERS LLC

40 Long Alley
Saratoga Springs, New York 12866
Tel: 866-744-3705

About CRESCENT HILL PARTNERS LLC

CRESCENT HILL PARTNERS LLC, formally registered with the SEC as CRESCENT HILL PARTNERS LLC. The firm was established in 01/29/2013. They have over 1 offices throughout the country.

CRESCENT HILL PARTNERS LLC is a Saratoga Springs, New York based Financial Planning firm with nearly $333,669,808 assets under management, offering retirement planning & investment advisory services to 447 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	166276
SEC#	801-77562
Assets Managed by Firm	$333,669,808
No. of Clients	447
No. of Advisors	1

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	447	$333,669,808
Individuals (other than high net worth individuals)	165	$34,271,594
High net worth individuals	28	$284,185,301
Pension and profit sharing plans	2	$15,212,913

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BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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