CRESCENT STERLING LTD. - Financial Advisor in Louisiana, Metairie

Tel: 504-885-1135 4415 Shores Drive Suite 250 Metairie, Louisiana 70006-6804

About CRESCENT STERLING LTD.

CRESCENT STERLING LTD. is a Metairie, Louisiana based financial advisory firm with nearly $212,408,000 in assets under management and provides investment advisory services for 527 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

106633

Firm SEC#:

801-41821

Assets Under Management:

$212,408,000

No. of Clients:

527

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Other (PORTFOLIO MANAGEMENT FOR CHARITABLE ORGANIZATIONS)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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