CRESCENT ADVISOR GROUP, INC. - Financial Advisor in Texas, Plano

Tel: 972-490-0150 4975 Preston Park Blvd. Suite 820 Plano, Texas 75093

About CRESCENT ADVISOR GROUP, INC.

CRESCENT ADVISOR GROUP, INC. is a Plano, Texas based financial advisory firm with nearly $282,987,504 in assets under management and provides investment advisory services for 467 clients. There are currently 17 financial advisors at the firm.

General Information

Firm CRD#:

115974

Firm SEC#:

801-127131

Assets Under Management:

$282,987,504

No. of Clients:

467

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

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