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CRESCENDO FINANCIAL PLANNERS INC.

CRD 153801

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$50.4M

Discretionary AUM

$0

Team

2 total employees; 1 advisory reps; 25 broker-dealer reps

Clients

26-50

Fees

Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

No

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)TAX PREPARATION

Client types

TypeClientsAUM
Individuals26$44.6M

All web addresses on file

Official SEC filing: View on IAPD