Claim Profile
JP

Jesus Humberto Payan

CRESTLINE MANAGEMENT, L.P.·FORT WORTH, Texas
Unclaimed Profile
201 MAIN STREET, FORT WORTH, TX 76102-3135CRD# 5314352Firm CRD# 122711
01

About

Jesus Humberto Payan is a registered financial advisor based in FORT WORTH, Texas, affiliated with CRESTLINE MANAGEMENT, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CRESTLINE MANAGEMENT, L.P.
CRESTLINE MANAGEMENT, L.P.
AUM
$24.5B
Regulatory assets under management
Employees
218
Total firm employees
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: SEE MISCELLANEOUS SECTION
Regulatory
SEC/IARD CRD# 5314352
Firm CRD# 122711
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in FORT WORTH?

Browse all registered financial advisors in FORT WORTH, Texas or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jesus Humberto Payan offer?
Jesus Humberto Payan specializes in Retirement Planning, Wealth Management. Contact their office in FORT WORTH, Texas for a consultation.
What are Jesus Humberto Payan's credentials?
Jesus Humberto Payan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jesus Humberto Payan located?
Jesus Humberto Payan is based in FORT WORTH, Texas, working with CRESTLINE MANAGEMENT, L.P.. Their office serves clients in the FORT WORTH metropolitan area and surrounding communities.
How does Jesus Humberto Payan charge for services?
Jesus Humberto Payan's firm is compensated through percentage of aum, performance-based fees, other: see miscellaneous section. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CRESTLINE MANAGEMENT, L.P.?
CRESTLINE MANAGEMENT, L.P. has approximately 218 employees and manages $24.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty