CRD: 146666
Crescent City Retirement Group
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-08-2008
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between July 28, 2025 and April 28, 2026, reported AUM increased 20.1%, from $109.0M to $130.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 933 clients, or 233.3 clients per representative. That equates to $140.3K in reported AUM per client.
The profile lists 1 reported office location and 18 years in operation. The source data was last updated on April 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
ANTHONY JOSEPH CANGEMI SR.
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #4418292
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Anthony Joseph Cangemi Jr.
Investment Advisor
- CRD
- #8211469
Daniel Robert Meyers IV
Investment Advisor
- CRD
- #8211462
Showing 2 of 4 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Crescent City Retirement Group has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.