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Building 2CRESCENT FINANCIAL ADVISORS

Map pinSENECA, SC
Phone(864) 888-2666
NotebookSEC #801-114128
Total AUM
$192.8M
Employees
4
Clients
432

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10704 CLEMSON BOULEVARD
SENECA
SC 29678
United States
Operating Hours
9 AM - 4 PM EST
Monday - Friday
Phone
(864) 888-2666
Other Offices
1

ReceiptFinancials

Total AUM
$192.8M
Accounts
824
Discretionary
$192.8M
Accounts
824
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
352
AUM
$59.5M
HNW Individual Clients
76
AUM
$131.5M
Pension/Profit Sharing Plan Clients
1
AUM
$1.1M
Charitable Organization Clients
3
AUM
$672.4K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LANCSC

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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