CRD: 146666
Crescent City Retirement Group
$130.9M Total AUM
$130.9M Disc. AUM
-- 3Y CAGR
12 Employees
933 ADV. Clients
18 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Wave harborCatalyst beacon
- Established Date
- 04-08-2008
- Office Locations
- 1
Office Locations
3500 N Causeway Blvd Suite 1442 Metairie LA
About Crescent City Retirement Group
Crescent City Retirement Group is an independent Metairie, LA advisory firm focused on retirement planning for individuals and families. The team provides enhanced and legacy planning, personalized investment strategy and diversification, plus Social Security analysis and Medicare support. The firm has been featured in Forbes Magazine.
Team overview
-- AVG AGE
$32.7M AVG AUM / ADVISOR
$140.3K AVG AUM / CLIENT
4.8 yrs AVG TENURE
12 Employees
4 Advisory Reps
4 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Oak Harbor beacon
Client Personas
Foundation Vertex
Custodian
Momentum focus Delta Prime Signal
Investment Themes
Radial Summit Fusion legacy Radial
Investment Vehicles
Capital
Platform
Focus vector Alpha pathway
Services
Pioneer catalyst Delta Timber horizon Legacy frontier Alpha Capital Prime Ember North Horizon Momentum atlas
Technology
Vector bridge Wave focus
Owner & Executives
ANTHONY JOSEPH CANGEMI SR.
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #4418292
- Ownership
- 75% or more
(738) 235-7925
unison.summit@eaglecapital.com
in linkedin.com/in/ember-unison
Showing 1 of 1 owners & executives
Unlock allContacts
A
Anthony Joseph Cangemi Jr.
--
- CRD
- #8211469
(539) 619-5464
zenith.vector@frontiercapital.com
in linkedin.com/in/summit-wave
D
Daniel Robert Meyers IV
--
- CRD
- #8211462
(603) 475-2024
quantum.focus@momentumcapital.com
in linkedin.com/in/foundation-matrix
B
Bridge oak
Pathway focus
- CRD
- #49932
(401) 248-2163
eagle.focus@deltacapital.com
in linkedin.com/in/horizon-summit
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $130,923,958 | $140,326 |
| Non-Discretionary | $0 | -- |
| Total | $130,923,958 | $140,326 |
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Separately Managed Accounts
Total SMA Asset: $130,923,958
Equity - Exchange:
12.6% Public Funds:
21.8% Cash:
17.1% Corporate - Investment Grade:
10.7% Municipal Bonds:
26.0% U.S. Government/Agency:
11.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $654,006,889 | 12.6% |
| Public Funds | $1,131,535,728 | 21.8% |
| Cash | $887,580,777 | 17.1% |
| Corporate - Investment Grade | $555,386,802 | 10.7% |
| Municipal Bonds | $1,349,538,024 | 26.0% |
| U.S. Government/Agency | $612,482,642 | 11.8% |
| Total | $5,190,530,862 | 100.0% |