Company Overview
- Headquarters
- Louisiana LA
- Website
- crescentcapitalconsulting.com
- Phone
- (504) 207-8555
- Employees
- 6
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is Crescent Capital Consulting
Crescent Capital Consulting is a fee-only consulting firm headquartered in New Orleans, Louisiana. The company is privately held and employs 6 people. Crescent Capital Consulting offers a range of services to a diverse clientele of institutional and high-net-worth investors. These services include Investment Management Consulting, Wealth Management, Foundation Administration, and 401(k) Consulting. They cater to foundations and endowments, institutions and corporations, family offices, and high-net-worth individuals. What sets Crescent Capital Consulting apart is its extensive experience and commitment to delivering results-oriented solutions for its clients. The firm specializes in crafting ongoing client education programs to provide access to cutting-edge investment strategies. Their professionals boast an average of over 20 years of experience in the financial services industry, holding professional designations such as Certified Investment Management Analyst (CIMA®), Chartered Financial Analyst (CFA®), and Certified Financial Planner (CFP®). For more information, visit crescentcapitalconsulting.com.
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Crescent Capital Consulting Tech Stack
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| 3M | 1 | Scottsdale, AZ | 2012 | |
| 3M | 6 | Dallas, TX | 2014 | |
| 3M | 3 | Urban Honolulu, HI | ||
| 3M | 3 | Defiance, OH | 1995 | |
| 3M |