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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Cresap Inc
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|---|---|
| CRD # | 25899 |
| SEC # | 801-79750 |
| CIK # | |
| AUM | $339.0 M (2025-03-26) |
| Employees | 18 (28% Investors, 100% Brokers) |
| Phone | 610-341-1320 |
| Address | 259 N Radnorchester Rd Radnor, PA 19087 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 585 | 339.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 595 | 339.0 |
| By Discretionary | ||
| Discretionary | 33 | 13.8 |
| Non-Discretionary | 562 | 325.2 |
| Total | 595 | 339.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 339.0 | |
| Total | 595 | 339.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bernardi Asset Management LLC
✚
|
IL | 0.3 |
|
Colonial River Investments LLC
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|
VA | 0.3 |
|
Longview Asset Management LLC
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NM | 0.3 |
|
Caldwell Advisors LLC
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|
TN | 0.3 |
|
New Insight Wealth Advisors
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|
CA | 0.3 |
|
Noble Wealth Management PBC
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|
CO | 0.3 |
|
Stone Oak Wealth Management LLC
✚
|
TX | 0.3 |
|
Harrington Investments Incorporated
✚
|
CA | 0.3 |
|
Global Assets Advisory LLC
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|
FL | 0.3 |
|
IDB LIDO Wealth LLC
✚
|
NY | 0.3 |