CLEMSON-EPS ADVISORS, LLC

CRESCENT FINANCIAL ADVISORS
SENECA, South Carolina·2 registered advisors·CRD# 153101
SEC# 801-1141281(864) 888-2666
01

Firm Overview

AUM
$160M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at CLEMSON-EPS ADVISORS, LLC

2 registered advisors
Jan Sture Fredman
SENECA, South Carolina
Lori Melissa Talley-Kelley
SENECA, South Carolina
05

Office Locations

SENECA, South Carolina
2 advisors

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Data sourced from SEC Form ADV filings. CLEMSON-EPS ADVISORS, LLC (CRD# 153101) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.