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CRESTA ADVISORS, LTD.
CRESTA ADVISORS, LTD.
CRESTA ADVISORS
LAREDO, Texas
·
2 registered advisors
·
CRD# 169641
SEC# 801-79454
0
956-267-8130
01
Firm Overview
AUM
$418M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Investment Management
Wealth Management
04
Advisors at CRESTA ADVISORS, LTD.
2 registered advisors
Manuel Eugenio Garza
LAREDO, Texas
CRD# 5028039
Mark Lawrence Deutsch
LAREDO, Texas
CRD# 2720480
05
Office Locations
LAREDO, Texas
2 advisors
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Data sourced from SEC Form ADV filings. CRESTA ADVISORS, LTD. (CRD# 169641) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.