Crescendo Financial Planners Inc.
Crescendo Financial Planners Inc. (CRD# 153801) is a financial advisory firm headquartered in , . They manage $38,801,670 in 24 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Crescendo Financial Planners Inc.
By the Numbers
-
Total Assets Under Management39MILLION
-
Total Number of Accounts24ACCOUNTS
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Average Account Value$1,616,736
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL
Financial Advisors at Crescendo Financial Planners Inc.
1
Elizabeth Buffardi (CRD# 5826023) is an Investment Advisor Representative working at Crescendo Financial Planners Inc. in Oak Brook, IL and has over 13 years of experience in the finance industry.
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