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CRESCENT INVESTMENT SOLUTIONS LLC
CRD 331945
4740 14TH STREET T3, PLANO, TX, 75074, United States
Phone
469-666-7106
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$230K
Discretionary AUM
$230K
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $230K |
All web addresses on file
Official SEC filing: View on IAPD