Assets Under Management
$339.0M
Number of Clients
585
Number of Advisors
6
Average Client AUM
$580K
AUM per Advisor
$56.5M
Compensation
Fee-Only (AUM)
Cresap Inc. is an investment advisor and introducing broker-dealer. They manage client assets through Wells Fargo programs like Asset Advisor, Custom Choice, and PIM. Most assets are managed on a non-discretionary basis, requiring client approval for transactions. Fees are negotiated between the advisor and client.
259 N. Radnor-Chester Rd., Ste 140, Radnor, PA, 19087