Cresta Advisors
Firm details
- Headquarters
- Laredo, Texas
- CRD number
- 169641
- Registered since
- April 9, 2014
- Website
- crestaadvisors.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI38.42%
- State / Municipal Government24.18%
- Corporations / Businesses20.29%
- Other7.86%
- Pension & Profit Sharing Plans3.94%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Cresta Advisors is an independent registered investment adviser organized as a limited partnership and SEC-registered since 2014. The firm serves both individuals/families and institutional clients and offers portfolio management for individuals, small businesses, and larger business or institutional accounts, along with pension consulting services. Its fee model includes percentage-of-AUM fees supplemented by hourly and fixed-fee arrangements. Cresta reports it is not an active ESG investor and does not operate as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- US Government Bonds34%
- Public Funds/Mutual Funds32%
- Exchange Traded Equities31%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Contacts
3 of 6
Ismael Delgado
Retirement Plan AdvisorCRD 7141973
Jeronimo Martinez
DirectorCRD 7851542
Claudette Soto
Financial Advisor TraineeCRD 8033545
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$262M in ETFs
94%
$246M
3%
$16.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $42.4M | 56,726 | 16.15% |
Location
Laredo, TX
Webb
Location
Laredo, TX
Headquartered in Laredo, TX, in the South of the United States.
- Region
- South
- County
- Webb
- Address
- 2019 E Del Mar Blvd
- Time zone
- CT (UTC-6)
- Office locations
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