Crescent Sterling

Finance · Louisiana, United States · 1-10 Employees

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Overview

Headquarters

4415 Shores Dr Ste 250, Metairie, Louisi...

Phone Number

(504) 885-1135

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 Sterling

Crescent Sterling Ltd. is a Private Wealth Management firm based in Metairie, LA, dedicated to helping clients achieve their long-term financial goals. With over 30 years of experience, the firm emphasizes personalized attention, superior service, and collaboration to create unique financial plans tailored to individual needs. They prioritize transparency by providing full disclosure of fees and expenses associated with their services. Their target clients are individuals seeking comprehensive financial counsel and risk management strategies.Explore more
Crescent Sterling's Social MediaPopular SearchesCrescent Sterling LtdCrescent SterlingCrescent Risk Management IncCresent Investment Company, a LPSIC Code 62,628NAICS Code 52,523Show more

Crescent Sterling Org Chart

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President & Chief Investment Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Crescent Sterling

<$5M
1-10
Private
-
1992
WT
William ThompsonPresident & Chief Investment Officer
<$5M
11-50
Private
-
1962
NG
Nicole GayChief Compliance Officer
<$5M
1-10
Private
-
-
PR
Patrick RickettsPrincipal Chief Operating Officer Chief Compliance Officer
<$5M
11-50
Private
-
2011
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
1962
LD
Laura DavisChief Operating Officer
<$5M
1-10
Private
-
2015
JH
Jami HeistenManager, Client Service Extraordinaire Office Personality
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Crescent Sterling Tech Stack

A closer look at the technologies used by Crescent Sterling

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Frequently Asked Questions Regarding Crescent Sterling

What is Crescent Sterling's official website?
Crescent Sterling's official website is www.crescentsterling.com
What is Crescent Sterling's Revenue?
Crescent Sterling's revenue is <$5 Million
What is Crescent Sterling's SIC code?
Crescent Sterling's SIC: 62,628
What is Crescent Sterling's NAICS code?
Crescent Sterling's NAICS: 52,523
How many employees does Crescent Sterling have?
Crescent Sterling has 1-10 employees
What industry does Crescent Sterling belong to?
Crescent Sterling is in the industry of: Finance, Securities Trading
What is Crescent Sterling competition?
Crescent Sterling top competitors include: Stockade Wealth Management, Music Row Wealth Management, Heisten Financial, Ricketts Financial
What technology does Crescent Sterling use?
Some of the popular technologies that Crescent Sterling uses are: Sentry, Google Cloud Web Serving, Google Cloud Platform, F5 BIG-IP Platform
How do I contact Crescent Sterling?
Crescent Sterling contact info: Phone number: (504) 885-1135 Website: www.crescentsterling.com
What does Crescent Sterling do?

Crescent Sterling Ltd. is a Private Wealth Management firm based in Metairie, LA, dedicated to helping clients achieve their long-term financial goals. With over 30 years of experience, the firm emphasizes personalized attention, superior service, and collaboration to create unique financial plans tailored to individual needs. They prioritize trans... parency by providing full disclosure of fees and expenses associated with their services. Their target clients are individuals seeking comprehensive financial counsel and risk management strategies.Read More

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

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