CRESAP, INC.

259 N. Radnor-Chester Rd.
Ste 140
Radnor, Pennsylvania 19087
Tel: 610-341-1320

About CRESAP, INC.

CRESAP, INC, formally registered with the SEC as CRESAP, INC. The firm was established in 06/09/2014. They have over 2 offices throughout the country.

CRESAP, INC. is a Radnor, Pennsylvania based Financial Planning firm with nearly $389,270,796 assets under management, offering retirement planning & investment advisory services to 563 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	25899
SEC#	801-79750
Assets Managed by Firm	$389,270,796
No. of Clients	563
No. of Advisors	19

Fee Structure

A percentage of AUM
Other (FIRM MAY RECEIVE ADVISORY FEES FROM ACCOUNTS REFERRED TO OUT.ADV)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	563	$389,270,796
Individuals (other than high net worth individuals)	563	$389,270,796

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