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CRESCENT CITY RETIREMENT GROUP

CRESCENT CITY RETIREMENT GROUP, LLC

CRD 146666 · SEC 801-133888

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3500 NORTH CAUSEWAY BLVD, SUITE 1442, METAIRIE, LA, 70002, United States

Phone

504-828-2171

Fax

504-466-1412

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$130.9M

Discretionary AUM

$130.9M

Team

12 total employees; 4 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES/CO-ADVISOR FEES

Org form

Limited Liability Company

Filing date

2026-04-28

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals918$99.8M
High net worth individuals15$31.1M

States served

AL, LA, MI, TX, FL

All web addresses on file

Official SEC filing: View on IAPD