Cresta Advisors

Cresta Advisors (CRD# 169641) is a financial advisory firm headquartered in Laredo, TX. They manage $418,038,028 in 531 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2019 E. Del Mar Blvd., Suite 100, Laredo, TX 78041
https://www.facebook.com/crestaadvisors/
By the Numbers
  • Total Assets Under Management
    418
    MILLION
  • Total Number of Accounts
    531
    ACCOUNTS
  • Average Account Value
    $787,266
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Cresta Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Mark Deutsch, financial advisor Laredo TX
Mark L. Deutsch
CRD#: 2720480
2019 E. Del Mar Blvd., Suite 100, Laredo, TX 78041

Mark Deutsch (CRD# 2720480) is an Investment Advisor Representative working at Cresta Advisors in Laredo, TX and has over 28 years of experience in the finance industry.

2
Manuel Garza, financial advisor Laredo TX
Manuel E. Garza
CRD#: 5028039
2019 E. Del Mar Blvd., Suite 100, Laredo, TX 78041

Manuel Garza (CRD# 5028039) is an Investment Advisor Representative working at Cresta Advisors in Laredo, TX and has over 18 years of experience in the finance industry.

3
Luis Guajardo, financial advisor Laredo TX
Luis E. Guajardo
CRD#: 6853310
2019 E. Del Mar Blvd., Suite 100, Laredo, TX 78041

Luis Guajardo (CRD# 6853310) is an Investment Advisor Representative working at Cresta Advisors in Laredo, TX and has over 6 years of experience in the finance industry.

4
Ismael Delgado, financial advisor Laredo TX
Ismael Delgado
CRD#: 7141973
2019 E. Del Mar Blvd., Suite 100, Laredo, TX 78041

Ismael Delgado (CRD# 7141973) is an Investment Advisor Representative working at Cresta Advisors in Laredo, TX and has over 4 years of experience in the finance industry.

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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