Crescent Advisor Group, Inc.

Crescent Advisor Group, Inc. (CRD# 115974) is a financial advisory firm headquartered in Plano, TX. They manage $240,686,137 in 439 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
4975 Preston Park Blvd., Suite 820, Plano, TX 75093
By the Numbers
  • Total Assets Under Management
    241
    MILLION
  • Total Number of Accounts
    439
    ACCOUNTS
  • Average Account Value
    $548,260
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, IL, IN, NH, TX

Financial Advisors at Crescent Advisor Group, Inc.
Showing 11 - 14 of 14 top financial advisors.
11
Russell Travis, financial advisor Plano TX
Russell W. Travis
CRD#: 2759751
4975 Preston Park Blvd., Suite 820, Plano, TX 75093

Russell Travis (CRD# 2759751) is an Investment Advisor Representative working at Crescent Advisor Group, Inc. in Plano, TX and has over 27 years of experience in the finance industry.

12
Jonathon Bolt, financial advisor Plano TX
Jonathon B. Bolt
CRD#: 7100631
4975 Preston Park Blvd., Suite 820, Plano, TX 75093

Jonathon Bolt (CRD# 7100631) is an Investment Advisor Representative working at Crescent Advisor Group, Inc. in Plano, TX and has over 4 years of experience in the finance industry.

13
Stephan Celuch, financial advisor Plano TX
Stephan Celuch
CRD#: 7712258
4975 Preston Park Blvd., Suite 820, Plano, TX 75093

Stephan Celuch (CRD# 7712258) is an Investment Advisor Representative working at Crescent Advisor Group, Inc. in Plano, TX and has 1 year of experience in the finance industry.

14
Juan Martinez, financial advisor Plano TX
Juan C. Martinez
CRD#: 2039655
4975 Preston Park Blvd., Suite 820, Plano, TX 75093

Juan Martinez (CRD# 2039655) is an Investment Advisor Representative working at Crescent Advisor Group, Inc. in Plano, TX and has over 33 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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