CRESCENT ADVISOR GROUP, INC.
Plano, Texas
Crescent Advisor Group, Inc. is a local investment advisory firm based out of Plano, TX, with two offices. With 15 dedicated employees, Crescent Advisor Group, Inc. offers comprehensive investment advisory services to their clients. Drawing from ChatGPT's knowledge, the firm has established a strong reputation for their expertise in managing a diverse range of portfolios.
With an impressive average of approximately $14,120,000 in assets under management per investment advisor, Crescent Advisor Group, Inc. demonstrates their commitment to delivering exceptional financial guidance and maximizing their clients' investments. Their co...
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Assets Under Mgmt
$211.73M
Investment Professionals
15
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Disclosures
Do any of the events below involve you or any of your supervised persons?
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
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