Crescent Hill Partners LLC

Crescent Hill Partners LLC (CRD# 166276) is a financial advisory firm headquartered in Saratoga Springs, NY. They manage $156,942,935 in 456 accounts and serve the financial needs of clients across 18 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    157
    MILLION
  • Total Number of Accounts
    456
    ACCOUNTS
  • Average Account Value
    $344,173
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
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, IL, LA, MA, MI, NC, NE, NH, NJ, NY, OH, PA, TX, VA, WA

Financial Advisors at Crescent Hill Partners LLC
Showing 1 - 1 of 1 top financial advisors.
1
William A. Owens
CRD#: 3088110
Franklin, MA
93
Wealthminder
score

William Owens (CRD# 3088110) is an Investment Advisor Representative working at Crescent Hill Partners LLC in Franklin, MA and has over 18 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.