Cresfund Advisors
Firm details
- Headquarters
- Dunwoody, Georgia
- CRD number
- 337933
- Custodians
- CHARLES SCHWAB & CO., INC., BETTERMENT
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.5%
- Individuals15.19%
- Charitable Organizations7.31%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Cresfund Advisors is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Cresfund does not present itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser.
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
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Donald Wales
OwnerCRD 5207402
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dunwoody, GA
Fulton
Location
Dunwoody, GA
Headquartered in Dunwoody, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 2700 Mount Vernon Rd
- Time zone
- ET (UTC-5)
- Office locations
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