CRESCENT INVESTMENT SOLUTIONS LLC
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 331945
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Crescent Investment Solutions LLC is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients and offers financial planning and discretionary portfolio management targeted at individuals and small businesses. Its fee arrangements include a percentage-of-AUM component and fixed fees. Crescent does not position itself as a capital allocator, is not an active ESG investor, and operates under a single-state adviser model.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities90%
- Exchange Traded Equities8%
- Cash & Cash Equivalents2%
Contacts
1 of 1Muhammad Uddin
PrincipalCRD 7935047
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Plano, TX
COLLIN
Location
Plano, TX
Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- COLLIN
- Address
- 4740 14th St
- Time zone
- CT (UTC-6)
- Office locations
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