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CRESTA ADVISORS
CRESTA ADVISORS, LTD.
CRD 169641 · SEC 801-79454
2019 E. DEL MAR BLVD., SUITE 100, LAREDO, TX, 78041, United States
Phone
956-267-8130
Fax
956-267-8135
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$786.0M
Discretionary AUM
$782.8M
Team
12 total employees; 9 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Partnership
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingHOURLY FINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 99 | $28.9M |
| High net worth individuals | 111 | $302.0M |
| Pension/profit sharing plans | 19 | $31.0M |
| Charitable organizations | 12 | $12.8M |
| State/municipal entities | 7 | $190.1M |
| Corporations/business entities | 48 | $159.5M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD