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CLEMSON-EPS ADVISORS, LLC
CLEMSON-EPS ADVISORS, LLC
CRESCENT FINANCIAL ADVISORS
SENECA, South Carolina
·
2 registered advisors
·
CRD# 153101
SEC# 801-114128
1
(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 Planning
Investment Management
Fee-Only Advisory
04
Advisors at CLEMSON-EPS ADVISORS, LLC
2 registered advisors
Jan Sture Fredman
SENECA, South Carolina
CRD# 1343406
Lori Melissa Talley-Kelley
SENECA, South Carolina
CRD# 6016247
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
.