Crescent Sterling Ltd.
Metairie, Louisiana
5.0
1 Review
Crescent Sterling Ltd., a small investment advisory firm based out of Metairie, LA, specializes in providing personalized financial guidance to individuals and institutions. With one office location, Crescent Sterling Ltd. boasts a dedicated team of seven employees, with four highly skilled professionals who specialize in offering expert investment advisory services. The firm's investment advisors maintain an impressive average of approximately $51,250,000 in assets under management per advisor, aligning closely with the industry average. Their compensation structure is flexible and encompasses various types, including a percenta...
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Assets Under Mgmt

$205M

Investment Professionals

4

Locations

0

% 401K & Individual

22%

% Discretionary

86%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Other: PORTFOLIO MANAGEMENT FOR CHARITABLE ORGANIZATIONS
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