CRESAP, INC.
Total AUM
$339M
Employees
16Clients
604Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
259 N. RADNOR-CHESTER RD.
STE 140
RADNOR
PA 19087
United States
STE 140
RADNOR
PA 19087
United States
Operating Hours
8:30-5:00
Monday - Friday
Monday - Friday
Phone
610-341-1320
Other Offices
1
Financials
Total AUM
$339M
Accounts
604Discretionary
$18.8M
Accounts
40Non-Discretionary
$320.2M
Accounts
564
Clients
Individual Clients
604AUM
$339M
Services
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
Compliance
Disclosures
Other Regulator Order (Past 10 Years)
State Registrations
PA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.