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Building 2CRESCENT ADVISOR GROUP, INC.

Map pinPLANO, TX
Phone972-490-0150
NotebookSEC #801-127131
Total AUM
$344.4M
Employees
18
Clients
232

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4975 PRESTON PARK BLVD.
SUITE 820
PLANO
TX 75093
United States
Operating Hours
8:00 TO 4:30
Monday - Friday
Phone
972-490-0150
Other Offices
1

ReceiptFinancials

Total AUM
$344.4M
Accounts
510
Discretionary
$206.9M
Accounts
465
Non-Discretionary
$137.5M
Accounts
45

ContactClients

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Individual Clients
192
AUM
$51.2M
HNW Individual Clients
36
AUM
$163.2M
Pension/Profit Sharing Plan Clients
1
AUM
$13.5M
Insurance Company Clients
1
AUM
$99.8M
Corporation or Business Clients
1
AUM
$14M
Other Clients
1
AUM
$2.6M
Description of Other Clients
NON-PROFIT

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAILINTX

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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