Cresta Advisors
Finance · Texas, United States · 1-10 Employees
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Overview
Headquarters
2019 E Del Mar Blvd Ste 100, Laredo, Tex...Phone Number
(956) 267-8130Website
www.crestaadvisors.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
1
1
1
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1
About Cresta Advisors
In an effort to increase transparency to our clients and provide them with a firm that mitigates third party risk, Cresta Advisors was built as the first independent Securities and Exchange Commissions' licensed Registered Investment Advisory (RIA) Firm in Laredo, Texas. We are proud to be able to bring this structure of a firm to our community, and believe it is well positioned to attract and service our client base for many years to come. We strive to continue building a firm that is compliant with the current regulatory environment, efficient in its operational productivity, and committed to delivering a client focused service experience.Explore more
Cresta Advisors Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Cresta Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Cresta Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cresta Advisors.
Cresta Advisors Tech Stack
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Frequently Asked Questions Regarding Cresta Advisors
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In an effort to increase transparency to our clients and provide them with a firm that mitigates third party risk, Cresta Advisors was built as the first independent Securities and Exchange Commissions' licensed Registered Investment Advisory (RIA) Firm in Laredo, Texas. We are proud to be able to bring this structure of a firm to our community, an... Read More
