Cresta Advisors

RIASEC Registered

Total AUM

$786M

Discretionary

$783M

100% of AUM

Avg account

$1.2M

Accounts

630

Employees

Advisory reps

Firm details

Headquarters: Laredo, Texas
CRD number: 169641
Registered since: April 9, 2014
Website: crestaadvisors.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI38.42%
State / Municipal Government24.18%
Corporations / Businesses20.29%
Other7.86%
Pension & Profit Sharing Plans3.94%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Cresta Advisors is an independent registered investment adviser that registered with the SEC in 2014. The firm operates as a limited partnership and serves both individual and family clients as well as institutional accounts. Its advisory services emphasize portfolio management for individuals, small businesses and institutional clients, and the firm reports providing pension consulting services. Cresta Advisors charges fees on an assets-under-management basis and also uses hourly and fixed-fee arrangements. Cresta Advisors indicates a fixed-income tilt in its asset mix and does not identify as an active ESG investor. The firm is affiliated with an insurance company and lists commodities and energy-related exposures among the alternative investments it uses.