|
⚲
|
| Crescent Advisor Group Inc
✚
| |
|---|---|
| CRD # | 115974 |
| SEC # | 801-127131 |
| CIK # | |
| AUM | $240.7 MM (2024-02-12) |
| Employees | 17 (100% Investors, 71% Brokers) |
| Phone | 972-490-0150 |
| Address | 4975 Preston Park Blvd Plano, TX 75093 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 204 | 40.6 |
| (b) Individuals (high net worth individuals) | 31 | 104.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 12.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 63.9 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 18.5 |
| (n) Other | 0 | 0.3 |
| Total | 439 | 240.7 |
| By Discretionary | ||
| Discretionary | 404 | 168.7 |
| Non-Discretionary | 35 | 72.0 |
| Total | 439 | 240.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 240.7 | |
| Total | 439 | 240.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Pack Private Wealth LLC
✚
|
MN | 0.2 |
|
Timecapital Investor Advisory Services Inc
✚
|
NY | 0.2 |
|
Green Ridge Wealth Planning LLC
✚
|
NJ | 0.2 |
|
Smith Brown & Groover Inc
✚
|
GA | 0.2 |
|
Dunhill Financial LLC
✚
|
0.2 | |
|
Alpine Capital Strategies LLC
✚
|
NY | 0.2 |
|
Hoertkorn Richard Charles
✚
|
CA | 0.2 |
|
Investment Planning Advisors
✚
|
GA | 0.2 |
|
Columbia Advisory Partners LLC
✚
|
WA | 0.2 |
|
Abbot Financial Management Inc
✚
|
MA | 0.2 |