Crest Financial, LLC

RIAState Registered

Total AUM

$45.1M

Discretionary

$45.1M

100% of AUM

Avg account

$298K

Accounts

151

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 332357
Website: www.crestfinancialllc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Hourly Charges, Subscription Fees, Fixed Fees
Client types: HNWI51.8%
Individuals32.9%
Pension & Profit Sharing Plans9.15%
Corporations / Businesses6.15%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of Periodicals

Firm profile

FINTRX

Overview

Crest Financial, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm serves both individual/family and institutional clients and bills using non-asset-based arrangements — hourly, subscription and fixed fees are part of its pricing mix. Its adviser services include financial planning, portfolio management for individuals and small businesses, pension consulting services and the publication of periodic newsletters. Crest does not identify itself as an active ESG investor and is not described as a multi-state adviser or a capital allocator.