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| Keyboard |
| Crescent City Retirement Group LLC
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|---|---|
| CRD # | 146666 |
| SEC # | 801-133888 |
| CIK # | |
| AUM | 130.9 M (2026-04-28) |
| Employees | 12 (33% Investors, 0% Brokers) |
| Phone | 504-828-2171 |
| Address | 3500 North Causeway Blvd Metairie, LA 70002 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 918 | 99.8 |
| (b) Individuals (high net worth individuals) | 15 | 31.1 |
| (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 | 933 | 130.9 |
| By Discretionary | ||
| Discretionary | 933 | 130.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 933 | 130.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 130.9 | |
| Total | 933 | 130.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
1st Discount Brokerage Inc
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|
Uplevel Wealth LLC
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Steeloaks Investment Advisers Inc
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Family Wealth Partners LLC
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NC | 130.9 M |
|
Mench Financial Inc
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|
Agemy Wealth Advisors LLC
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CO | 130.5 M |
|
JCN Financial & Tax Advisory Group LLC
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