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Home > Retirement Planners > texas > plano > CRESCENT ADVISOR GROUP, INC.
CRESCENT ADVISOR GROUP, INC.
4975 Preston Park Blvd.
Suite 820
Plano, Texas 75093
Tel: 972-490-0150
About CRESCENT ADVISOR GROUP, INC.
CRESCENT ADVISOR GROUP, INC, formally registered with the SEC as CRESCENT ADVISOR GROUP, INC. The firm was established in 01/05/2023. They have over 2 offices throughout the country.
CRESCENT ADVISOR GROUP, INC. is a Plano, Texas based Financial Planning firm with nearly $282,987,504 assets under management, offering retirement planning & investment advisory services to 467 clients. The firm is staffed with 17 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 115974 |
| SEC# | 801-127131 |
| Assets Managed by Firm | $282,987,504 |
| No. of Clients | 467 |
| No. of Advisors | 17 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 467 | $282,987,504 |
| Individuals (other than high net worth individuals) | 201 | $45,428,846 |
| High net worth individuals | 29 | $130,008,088 |
| Pension and profit sharing plans | Fewer than 5 clients | $16,728,778 |
| Corporations or other businesses | Fewer than 5 clients | $15,068,275 |
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