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Building 2CRESAP, INC.

Map pinRADNOR, PA
Phone610-341-1320
NotebookSEC #801-79750
Total AUM
$339M
Employees
16
Clients
604

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
259 N. RADNOR-CHESTER RD.
STE 140
RADNOR
PA 19087
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
610-341-1320
Other Offices
1

ReceiptFinancials

Total AUM
$339M
Accounts
604
Discretionary
$18.8M
Accounts
40
Non-Discretionary
$320.2M
Accounts
564

ContactClients

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Individual Clients
604
AUM
$339M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
FIRM MAY RECEIVE ADVISORY FEES FROM ACCOUNTS REFERRED TO OUT.ADV

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)
State Registrations
PA

HandshakeAffiliates

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

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