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CRESTA ADVISORS
2019 E. Del Mar Blvd.
Suite 100
Laredo, Texas 78041
Tel: 956-267-8130
About CRESTA ADVISORS
CRESTA ADVISORS, formally registered with the SEC as CRESTA ADVISORS. The firm was established in 04/09/2014. They have over 1 offices throughout the country.
CRESTA ADVISORS is a Laredo, Texas based Financial Planning firm with nearly $418,038,028 assets under management, offering retirement planning & investment advisory services to 531 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 169641 |
| SEC# | 801-79454 |
| Assets Managed by Firm | $418,038,028 |
| No. of Clients | 531 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Other (HOURLY FINANCIAL CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 531 | $418,038,028 |
| Individuals (other than high net worth individuals) | 106 | $29,423,387 |
| High net worth individuals | 86 | $196,403,806 |
| Pension and profit sharing plans | 6 | $8,393,786 |
| Charitable organizations | 9 | $11,375,524 |
| Corporations or other businesses | 44 | $112,513,208 |
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|---|---|---|---|
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