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Sheridan Barnes Grace

CRESCENT CAPITAL CONSULTING, LLC·NEW ORLEANS, Louisiana
Unclaimed Profile
1100 POYDRAS STREET, NEW ORLEANS, LA 70163CRD# 5720868Firm CRD# 154925
01

About

Sheridan Barnes Grace is a registered financial advisor based in NEW ORLEANS, Louisiana, affiliated with CRESCENT CAPITAL CONSULTING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CRESCENT CAPITAL CONSULTING, LLC
CRESCENT CAPITAL CONSULTING, LLC
AUM
$1.2B
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at CRESCENT CAPITAL CONSULTING, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5720868
Firm CRD# 154925
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sheridan Barnes Grace offer?
Sheridan Barnes Grace specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEW ORLEANS, Louisiana for a consultation.
What are Sheridan Barnes Grace's credentials?
Sheridan Barnes Grace is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sheridan Barnes Grace located?
Sheridan Barnes Grace is based in NEW ORLEANS, Louisiana, working with CRESCENT CAPITAL CONSULTING, LLC. Their office serves clients in the NEW ORLEANS metropolitan area and surrounding communities.
How does Sheridan Barnes Grace charge for services?
Sheridan Barnes Grace's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CRESCENT CAPITAL CONSULTING, LLC?
CRESCENT CAPITAL CONSULTING, LLC has approximately 18 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Louisiana
BATON ROUGE (72)METAIRIE (53)LAFAYETTE (41)SHREVEPORT (30)MANDEVILLE (25)
City Guides
BATON ROUGE GuideMETAIRIE GuideLAFAYETTE GuideSHREVEPORT GuideMANDEVILLE Guide
Research
Advisor Fees in LouisianaNational Fee Analysis
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