CRESCENT CITY RETIREMENT GROUP
Firm details
- Headquarters
- METAIRIE, Louisiana
- CRD number
- 146666
- Registered since
- July 17, 2025
- Website
- crescentcityretirement.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals76.24%
- HNWI23.76%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Crescent City Retirement Group LLC is an independent registered investment adviser that serves individuals and families. The firm is organized as an LLC and is designated as a capital allocator, meaning it directs client capital to outside managers in addition to managing portfolios directly. Advisory offerings listed by the firm include financial planning, portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers. Its fee arrangements are flexible and include percentage-of-AUM billing as well as hourly, fixed-fee and other billing options. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds35%
- Cash & Cash Equivalents7%
- US Government Bonds3%
- State & Local Bonds3%
Contacts
3 of 4Devin Shearman
Investment AdvisorCRD 8211426
Anthony Cangemi
FOUNDER AND INVESTMENT ADVISORCRD 8211469
Daniel Meyers
Investment AdvisorCRD 8211462
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
METAIRIE, LA
JEFFERSON
Location
METAIRIE, LA
Headquartered in METAIRIE, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- JEFFERSON
- Address
- 3500 N Causeway Blvd
- Time zone
- CT (UTC-6)
- Office locations
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