Assets Under Management

$214.1M

Number of Clients

195

Number of Advisors

3

Average Client AUM

$1.1M

AUM per Advisor

$71.4M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Crescent Sterling Ltd. offers investment management and financial planning services. The firm's supervised persons include W. Howard Thompson, Michael T. Nobile, and Trevor W. Thompson. They are supervised by W. Howard Thompson, President, Owner and Chief Compliance Officer.

Fee Structure

Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Location

4415 Shores Drive, Suite 250, Metairie, LA, 70006-6804

3 Advisors at this firm