Crescent Wealth Advisory
Likely to Engage tag.Highly Engaged Employees

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

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
2
1
1
1
2
1

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
Crescent Wealth Advisory's Social MediaPopular SearchesCrescent Wealth AdvisoryCrescent Wealth ManagementCrescent Wealth Management IncCrescent Management LLCCrescent Wealth Advisory LLCSIC Code 62,628NAICS Code 52,523Show more

Crescent Wealth Advisory Org Chart

PhoneEmail
MM
United States flag for contact location.

Director, Private Client Services

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JE
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Director, Advanced Case Design

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KP
United States flag for contact location.

Director, Client Relations

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NJ
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Insurance Consultant and Business Development

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Crescent Wealth Advisory

<$5M
1-10
Private
-
2003
MM
Meridith MimbsDirector, Private Client Services
<$5M
1-10
Private
-
2014
MS
Molly SullivanClient Service Coordinator
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2010
DL
Dani LehrkeDirector, Operations
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2011
CF
Cheri FranklinPresident & Co-Founder
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Crescent Wealth Advisory Tech Stack

A closer look at the technologies used by Crescent Wealth Advisory

Crescent Wealth Advisory News & Media

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Top Finance Companies

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?

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

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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