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Building 2CRESCENT STERLING LTD.

Map pinMETAIRIE, LA
Phone504-885-1135
NotebookSEC #801-41821
Total AUM
$210.2M
Employees
7
Clients
195

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4415 SHORES DRIVE
SUITE 250
METAIRIE
LA 70006-6804
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
504-885-1135

ReceiptFinancials

Total AUM
$210.2M
Accounts
455
Discretionary
$184.5M
Accounts
454
Non-Discretionary
$25.7M
Accounts
1

ContactClients

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Individual Clients
137
AUM
$39.6M
HNW Individual Clients
54
AUM
$143.5M
Charitable Organization Clients
3
AUM
$26.3M
Corporation or Business Clients
1
AUM
$800K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
PORTFOLIO MANAGEMENT FOR CHARITABLE ORGANIZATIONS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALLATX

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

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