Crescent Wealth Advisory

Q: What is Crescent Wealth Advisory's official website?

Crescent Wealth Advisory's official website is www.crescentwealthadvisory.com

Q: What is Crescent Wealth Advisory's Revenue?

Crescent Wealth Advisory's revenue is <$5 Million

Q: What is Crescent Wealth Advisory's SIC code?

Crescent Wealth Advisory's SIC: 62,628

Q: What is Crescent Wealth Advisory's NAICS code?

Crescent Wealth Advisory's NAICS: 52,523

Q: How many employees does Crescent Wealth Advisory have?

Crescent Wealth Advisory has 1-10 employees

Q: What industry does Crescent Wealth Advisory belong to?

Crescent Wealth Advisory is in the industry of: Finance , Securities Trading

Q: What is Crescent Wealth Advisory competition?

Crescent Wealth Advisory top competitors include: Triton Wealth , Focus Financial Network , Selkirk Wealth Advisors , Copper Canyon Wealth Management

Q: What technology does Crescent Wealth Advisory use?

Some of the popular technologies that Crescent Wealth Advisory uses are: Squarespace Online Stores, Adobe Typekit, YouTube, Microsoft Dynamics CRM

Q: How do I contact Crescent Wealth Advisory?

Crescent Wealth Advisory contact info: Phone number: (800) 520-7106 Website: www.crescentwealthadvisory.com

Q: What does Crescent Wealth Advisory do?

Crescent Wealth Advisory, a SEC-registered investment advisor created with the specific purpose of providing distinctive asset management services for an exclusive clientele. Crescent Wealth Advisory represents an integration of asset protection and asset management competencies, supported by a complete suite of capabilities and services, which all... ow for sophisticated solutions of a singular quality for those with complex needs and objectives. This powerful combination ensures a transference of industry expertise, unlimited access to best-in-class investment solutions, and an expanded network of service providers. Read More

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

3630 Peachtree Rd NE Ste 750, Atlanta, G...

Phone Number

(800) 520-7106

Website

www.crescentwealthadvisory.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

About Crescent Wealth Advisory

Crescent Wealth Advisory, a SEC-registered investment advisor created with the specific purpose of providing distinctive asset management services for an exclusive clientele. Crescent Wealth Advisory represents an integration of asset protection and asset management competencies, supported by a complete suite of capabilities and services, which allow for sophisticated solutions of a singular quality for those with complex needs and objectives. This powerful combination ensures a transference of industry expertise, unlimited access to best-in-class investment solutions, and an expanded network of service providers.Explore more

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SIC Code 62,628NAICS Code 52,523Show more

Crescent Wealth Advisory Org Chart

Phone

Kirby Paulsen

Director, Client Relations

Phone

John Endriss

Director, Advanced Case Design

Phone

Meridith Mimbs

Director, Private Client Services

Phone

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Nathan Jeansonne

Insurance Consultant and Business Development

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Revenue

Number of Employees

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Crescent Wealth Advisory

<$5M

1-10

Private

2003

Kirby PaulsenDirector, Client Relations

Selkirk Wealth Advisors

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2014

Sarah WilliamsWealth Advisor

Stockade Wealth Managemen...

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2014

Jaime QuiñonesFounder & Wealth Management Advisor

Triton Wealth

<$5M

1-10

Private

2010

Laura OdegaardDirector, Client Services

Focus Financial Network

<$5M

1-10

Private

Carl ArrellFounder & Manager, Wealth

Copper Canyon Wealth Mana...

<$5M

1-10

Private

2011

N/A

Clarity Capital Advisors

<$5M

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2011

Cheri FranklinPresident & Co-Founder

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Crescent Wealth Advisory Tech Stack

A closer look at the technologies used by Crescent Wealth Advisory

Squarespace Online Stores

Microsoft Dynamics CRM

Microsoft

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Frequently Asked Questions Regarding Crescent Wealth Advisory

What is Crescent Wealth Advisory's official website?

Crescent Wealth Advisory's official website is www.crescentwealthadvisory.com

What is Crescent Wealth Advisory's Revenue?

Crescent Wealth Advisory's revenue is <$5 Million

What is Crescent Wealth Advisory's SIC code?

Crescent Wealth Advisory's SIC: 62,628

What is Crescent Wealth Advisory's NAICS code?

Crescent Wealth Advisory's NAICS: 52,523

How many employees does Crescent Wealth Advisory have?

Crescent Wealth Advisory has 1-10 employees

What industry does Crescent Wealth Advisory belong to?

Crescent Wealth Advisory is in the industry of: Finance, Securities Trading

What is Crescent Wealth Advisory competition?

Crescent Wealth Advisory top competitors include: Triton Wealth, Focus Financial Network, Selkirk Wealth Advisors, Copper Canyon Wealth Management

What technology does Crescent Wealth Advisory use?

Some of the popular technologies that Crescent Wealth Advisory uses are: Squarespace Online Stores, Adobe Typekit, YouTube, Microsoft Dynamics CRM

How do I contact Crescent Wealth Advisory?

Crescent Wealth Advisory contact info: Phone number: (800) 520-7106 Website: www.crescentwealthadvisory.com

What does Crescent Wealth Advisory do?

What are Crescent Wealth Advisory social media links?

Crescent Wealth Advisory Linkedin page

Is Crescent Wealth Advisory a public company?

Crescent Wealth Advisory is private company therefore does not currently have an official ticker symbol

See more information about Crescent Wealth Advisory

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