CRD: 153801
Crescendo Financial Planners Inc.
$50.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
51 ADV. Clients
15 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · TD Ameritrade · Truist Bank
- Clients
- Retail
- Platforms
- MomentumPeak
- Established Date
- 02-01-2011
- Office Locations
- 1
Office Locations
-- OAK Brook IL
About Crescendo Financial Planners Inc.
Crescendo Financial Planners, Inc. is an Illinois-registered RIA providing integrated personal financial planning, tax preparation and planning, and investment advice for retail clients. The team coordinates investments with retirement, estate, and insurance decisions and maintains ongoing monitoring and adjustments. Portfolios commonly use public funds and ETFs.
Team overview
51 AVG AGE
$50.4M AVG AUM / ADVISOR
$988.4K AVG AUM / CLIENT
13 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Capital wave Matrix timber Unison
Custodian
Ridge north Unison zenith Fusion
Investment Themes
Value Quantum Unison
Investment Vehicles
Insight
Services
Zenith optima Legacy Fusion Capital crest
Technology
Pathway Wave
Owner & Executives
ELIZABETH DORAN BUFFARDI
Financial Planner, President
- CRD
- #5826023
- Ownership
- 75% or more
(255) 259-2062
legacy.meridian@timbercapital.com
in linkedin.com/in/quantum-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $50,409,425 | -- |
| Total | $50,409,425 | -- |
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Separately Managed Accounts
Total SMA Asset: $50,409,425
Public Funds:
11.7% Equity - Exchange:
11.5% Cash:
31.2% U.S. Government/Agency:
20.1% Other:
9.3% Corporate - Investment Grade:
16.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $945,102,768 | 11.7% |
| Equity - Exchange | $928,947,165 | 11.5% |
| Cash | $2,520,274,048 | 31.2% |
| U.S. Government/Agency | $1,623,638,089 | 20.1% |
| Other | $751,235,534 | 9.3% |
| Corporate - Investment Grade | $1,308,603,833 | 16.2% |
| Total | $8,077,801,437 | 100.0% |