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CRESCENT FINANCIAL ADVISORS

Tel: (864) 888-2666
10704 Clemson Boulevard
Seneca, South Carolina  29678

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CRESCENT FINANCIAL ADVISORS

CRESCENT FINANCIAL ADVISORS is a Seneca, South Carolina based financial advisory firm with nearly $192,781,557 in assets under management and provides investment advisory services for 824 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Education seminars/workshops

Fee Structure:

A percentage of AUM

Firm CRD#:

153101

SEC#:

801-114128

No. of Clients:

824

Assets under Management

$192,781,557

No. of Advisors:

3

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