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Building 2CRESCENT CAPITAL MANAGEMENT CO

Map pinWHITEFISH, MT
Phone406-863-9593
NotebookSEC #801-47450
Total AUM
$41.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1581 BAKER AVE. SUITE B
WHITEFISH
MT 59937
United States
Operating Hours
8:00 AM TO 4:00 PM
Monday - Friday
Phone
406-863-9593

ReceiptFinancials

Total AUM
$41.9M
Accounts
80
Discretionary
$41.9M
Accounts
80
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket Timing
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LAMTNVTX

HandshakeAffiliates

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

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