CRESCENT FINANCIAL ADVISORS
Tel: (864) 888-2666 10704 Clemson Boulevard Seneca, South Carolina 29678
About CRESCENT FINANCIAL ADVISORS
CRESCENT FINANCIAL ADVISORS is a Seneca, South Carolina based financial advisory firm with nearly $192,781,557 in assets under management and provides investment advisory services for 824 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
153101
Firm SEC#:
801-114128
Assets Under Management:
$192,781,557
No. of Clients:
824
No. of Advisors:
3
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops
Fee Structure:
A percentage of AUM
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