$230.0K Total AUM
$230.0K Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-08-2024
- Office Locations
- 1
Office Locations
4740 14th Street Plano TX
About Crescent Investment Solutions LLC
Crescent Investment Solutions LLC is a Plano-based RIA. The firm has been operating for 1 years. Managing $230.0K in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$230.0K AVG AUM / ADVISOR
$76.7K AVG AUM / CLIENT
2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
M
Muhammad Taha Uddin
Chief Compliance Officer, PRINCIPAL
- CRD
- #7935047
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $230,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $230,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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