CRESTA FUND MANAGEMENT LLC

2950 N. Harwood Street
Suite 2200
Dallas, Texas 75201
Tel: 214-310-1083

About CRESTA FUND MANAGEMENT LLC

CRESTA FUND MANAGEMENT LLC, formally registered with the SEC as CRESTA FUND MANAGEMENT LLC. The firm was established in 07/24/2019. They have over 2 offices throughout the country.

CRESTA FUND MANAGEMENT LLC is a Dallas, Texas based Financial Planning firm with nearly $1,602,244,828 assets under management, offering retirement planning & investment advisory services to 17 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288079
SEC#	801-117050
Assets Managed by Firm	$1,602,244,828
No. of Clients	17
No. of Advisors	18

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	17	$1,602,244,828

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