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Building 2CRESCENT CAPITAL CONSULTING, LLC

Map pinNEW ORLEANS, LA
Phone504-207-8555
NotebookSEC #801-71795
Total AUM
$1.2B
Employees
18
Clients
208

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1100 POYDRAS STREET
SUITE 1350
NEW ORLEANS
LA 70163
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
504-207-8555

ReceiptFinancials

Total AUM
$1.2B
Accounts
842
Discretionary
$1B
Accounts
718
Non-Discretionary
$179M
Accounts
124

ContactClients

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Individual Clients
20
AUM
$8.2M
HNW Individual Clients
125
AUM
$576M
Pension/Profit Sharing Plan Clients
4
AUM
$8.2M
Charitable Organization Clients
33
AUM
$433.8M
Corporation or Business Clients
26
AUM
$176.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCOFLLANCTXVA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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