CRESCENT ADVISOR GROUP, INC.

PLANO, Texas·2 registered advisors·CRD# 115974
SEC# 801-1271311972-490-0150
01

Firm Overview

AUM
$283M
Regulatory assets under management
Employees
17
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CRESCENT ADVISOR GROUP, INC.

2 registered advisors
Russell Warren Travis
PLANO, Texas
Travis Nick Duren
PLANO, Texas
05

Office Locations

PLANO, Texas
2 advisors

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Data sourced from SEC Form ADV filings. CRESCENT ADVISOR GROUP, INC. (CRD# 115974) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.