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CRESCENT STERLING LTD.
CRESCENT STERLING LTD
CRD 106633 · SEC 801-41821
4415 SHORES DRIVE, SUITE 250, METAIRIE, LA, 70006-6804, United States
Phone
504-885-1135
Fax
504-885-1995
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$210.2M
Discretionary AUM
$184.5M
Team
7 total employees; 4 advisory reps; 5 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)PORTFOLIO MANAGEMENT FOR CHARITABLE ORGANIZATIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 137 | $39.6M |
| High net worth individuals | 54 | $143.5M |
| Charitable organizations | 3 | $26.3M |
| Corporations/business entities | 1 | $800K |
States served
AL, LA, TX
All web addresses on file
Official SEC filing: View on IAPD