CRESCENT FINANCIAL ADVISORS

10704 Clemson Boulevard
Seneca, South Carolina 29678
Tel: (864) 888-2666

About CRESCENT FINANCIAL ADVISORS

CRESCENT FINANCIAL ADVISORS, formally registered with the SEC as CRESCENT FINANCIAL ADVISORS. The firm was established in 10/11/2018. They have over 2 offices throughout the country.

CRESCENT FINANCIAL ADVISORS is a Seneca, South Carolina based Financial Planning firm with nearly $192,781,557 assets under management, offering retirement planning & investment advisory services to 824 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	153101
SEC#	801-114128
Assets Managed by Firm	$192,781,557
No. of Clients	824
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	824	$192,781,557
Individuals (other than high net worth individuals)	352	$59,512,318
High net worth individuals	76	$131,527,453
Pension and profit sharing plans	1	$1,069,355
Charitable organizations	3	$672,431

More Retirement Planning firms in Seneca, South Carolina:

Firm Name	Assets Under Management	Total Clients	Total Advisors
LPL FINANCIAL LLC 1055 Lpl Way Fort Mill, SC, 29715	$463,475,486,343	1910545	35841
GREYSTAR INVESTMENT GROUP, LLC 465 Meeting Street, Suite 500 Charleston, SC, 29403	$28,309,013,200	61	510
APOLLON WEALTH MANAGEMENT, LLC 111 Coleman Blvd, Suite 402 Mount Pleasant, SC, 29464	$5,519,652,128	15301	167
PERMCAP INVESTMENT OFFICE 18 N. Adgers Wharf Charleston, SC, 29401	$4,462,882,442	42	16
SOUTHSTATE ADVISORY, INC. 520 Gervais St Columbia, SC, 29201	$3,417,068,970	420	20

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