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Home > Retirement Planners > pennsylvania > radnor > CRESAP, INC.
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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