Crescent Hill Partners LLC
Crescent Hill Partners LLC (CRD# 166276) is a financial advisory firm headquartered in Saratoga Springs, NY. They manage $215,462,255 in 450 accounts and serve the financial needs of clients across 15 states (or territories).
Total Assets Under Management215MILLION
Total Number of Accounts450ACCOUNTS
Average Account Value$478,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, FL, GA, IL, LA, MA, MI, NC, NE, NH, NJ, NY, PA, TX, VA
William Owens (CRD# 3088110) is an Investment Advisor Representative working at Crescent Hill Partners LLC in Franklin, MA and has over 19 years of experience in the finance industry.