Crescent Capital Consulting

Finance · Louisiana, United States · 11-50 Employees

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Overview

Headquarters

1100 Poydras St Ste 1350, New Orleans, L...

Phone Number

(504) 207-8555

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Crescent Capital Consulting

New Orleans Financial Advisors specializes in providing comprehensive wealth management services tailored to high-net-worth individuals, business owners, and families. Their offerings include wealth planning, portfolio management, family governance, and philanthropic strategies. They also deliver investment advisory and co-fiduciary services for various organizations including nonprofits, corporations, and educational institutions. Committed to ethical standards and community values, their team of financial experts is dedicated to helping clients achieve their unique financial goals.Explore more
Crescent Capital Consulting's Social MediaPopular SearchesCrescent Capital ConsultingCrescent Capital Consulting LLCCrescent Appliance Service CoCrescent Finance CorpCrescent City CollectionsSIC Code 62,628NAICS Code 52,523Show more

Crescent Capital Consulting Org Chart

PhoneEmail
PL
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Controller

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DG
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Senior VP, Financial & Advisor

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RA
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Vice President, Financial & Consultant

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RR
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Vice President, Financial & Consultant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Crescent Capital Consulti...

<$5M
11-50
Private
<$5M
2011
PL
Paula LopezController
<$5M
11-50
Private
<$5M
1992
Jorge Rossell, Founder & Chief Executive Officer at Lynx Investment Advisory
Jorge RossellFounder & CEO
<$5M
1-10
Private
-
2002
RP
Richard PoginChief Financial Officer
<$5M
1-10
Private
-
1998
Derek Fossier, President, Equitas Capital Advisors at Equitas America
Derek FossierPresident, Equitas Capital Advisors
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
11-50
Private
-
2005
AP
Alexander PonchakPartner & Chief Financial Officer
<$5M
1-10
Private
-
2008
CO
Charles OsborneCo-Founder & Managing Director
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Company Profile Activity

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Activity Insights

Crescent Capital Consulting is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Crescent Capital Consulting is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Crescent Capital Consulting.

Crescent Capital Consulting financials insights

Gather financial insights about Crescent Capital Consulting, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Crescent Capital Consulting Tech Stack

A closer look at the technologies used by Crescent Capital Consulting

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Frequently Asked Questions Regarding Crescent Capital Consulting

What is Crescent Capital Consulting's official website?
Crescent Capital Consulting's official website is www.crescentcapitalconsulting.com
What is Crescent Capital Consulting's Revenue?
Crescent Capital Consulting's revenue is <$5 Million
What is Crescent Capital Consulting's SIC code?
Crescent Capital Consulting's SIC: 62,628
What is Crescent Capital Consulting's NAICS code?
Crescent Capital Consulting's NAICS: 52,523
How many employees does Crescent Capital Consulting have?
Crescent Capital Consulting has 11-50 employees
What industry does Crescent Capital Consulting belong to?
Crescent Capital Consulting is in the industry of: Finance, Securities Trading
What is Crescent Capital Consulting competition?
Crescent Capital Consulting top competitors include: Equitas America, CoastEdge Partners, Perceptive Edge, Journey Capital Advisers
What companies has Crescent Capital Consulting acquired?
Crescent Capital Consulting has acquired the companies: Captrust, Atlantic Capital Management, Watermark Asset Management, South Texas Money Management
What technology does Crescent Capital Consulting use?
Some of the popular technologies that Crescent Capital Consulting uses are: WooCommerce, WordPress.org, Drupal, reCAPTCHA
How do I contact Crescent Capital Consulting?
Crescent Capital Consulting contact info: Phone number: (504) 207-8555 Website: www.crescentcapitalconsulting.com
What does Crescent Capital Consulting do?

New Orleans Financial Advisors specializes in providing comprehensive wealth management services tailored to high-net-worth individuals, business owners, and families. Their offerings include wealth planning, portfolio management, family governance, and philanthropic strategies. They also deliver investment advisory and co-fiduciary services for va... rious organizations including nonprofits, corporations, and educational institutions. Committed to ethical standards and community values, their team of financial experts is dedicated to helping clients achieve their unique financial goals.Read More

What are Crescent Capital Consulting social media links?
Crescent Capital Consulting Linkedin page Crescent Capital Consulting Twitter page Crescent Capital Consulting Facebook page
Is Crescent Capital Consulting a public company?
Crescent Capital Consulting is private company therefore does not currently have an official ticker symbol
See more information about Crescent Capital Consulting

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