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Building 2CRESCENT HILL PARTNERS LLC

Map pinSARATOGA SPRINGS, NY
Phone866-744-3705
NotebookSEC #801-77562
Total AUM
$298.8M
Employees
1
Clients
185

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
40 LONG ALLEY
SARATOGA SPRINGS
NY 12866
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
866-744-3705

ReceiptFinancials

Total AUM
$298.8M
Accounts
381
Discretionary
$114.7M
Accounts
250
Non-Discretionary
$184M
Accounts
131

ContactClients

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Individual Clients
152
AUM
$35.2M
HNW Individual Clients
31
AUM
$248.6M
Pension/Profit Sharing Plan Clients
2
AUM
$14.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGALAMANENHNJNYTX

HandshakeAffiliates

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

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