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Building 2CRESCENT CITY RETIREMENT GROUP

Map pinMETAIRIE, LA
Phone504-828-2171
NotebookSEC #801-133888
Total AUM
$130.9M
Employees
12
Clients
933

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3500 NORTH CAUSEWAY BLVD
SUITE 1442
METAIRIE
LA 70002
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
504-828-2171
Other Offices
2

ReceiptFinancials

Total AUM
$130.9M
Accounts
933
Discretionary
$130.9M
Accounts
933
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
918
AUM
$99.8M
HNW Individual Clients
15
AUM
$31.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES/CO-ADVISOR FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLLAMITX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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