Crescendo Wealth Group LLC

Overview

Crescendo Wealth Group LLC is an independent Registered Investment Adviser organized as an LLC and owned by an individual. The firm targets individual and family clients and functions as a capital allocator as well as an insurance broker. Its advisory services include portfolio management for individuals and small businesses, pension consulting-type services, and selection of other advisers. Compensation is mixed: percentage-of-AUM fees, fixed fees and commission-based arrangements are all in use. The firm is not identified as an active ESG investor and does not advertise a multi-state adviser footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives