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).
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Total Assets Under Management241MILLION
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Total Number of Accounts439ACCOUNTS
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Average Account Value$548,260
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
CA, CO, FL, GA, IL, IN, NH, TX
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.
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.
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.
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.