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CRESCENT STERLING LTD.
Tel: 504-885-1135
4415 Shores Drive Suite 250
Metairie, Louisiana 70006-6804
CRESCENT STERLING LTD.
CRESCENT STERLING LTD. is a Metairie, Louisiana based financial advisory firm with nearly $212,408,000 in assets under management and provides investment advisory services for 527 clients. There are currently 6 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Other (PORTFOLIO MANAGEMENT FOR CHARITABLE ORGANIZATIONS)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
106633
SEC#:
801-41821
No. of Clients:
527
Assets under Management
$212,408,000
No. of Advisors:
6
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