Crescent Financial Advisors

EST. AUM
$192,781,557

CONTACTS
2

CLIENT ACCOUNTS
824

Firm Details

Metro area Greenville, SC
CRD Number 153101
Website crescentfa.com
Client types

Overview

Crescent Financial Advisors, LLC (also known as Clemson-EPS Advisors, LLC d/b/a Crescent Financial Advisors) is a registered investment adviser headquartered in Seneca, South Carolina. Established in April 2010, the firm operates as a limited liability company under South Carolina law. It is primarily owned and managed by Jan Fredman, Managing Member, and Lori Kelley, Chief Compliance Officer. Crescent Financial Advisors provides discretionary portfolio management and complementary financial planning services tailored to individual client needs. Through a deeply consultative approach, the firm develops investment strategies based on each client's financial circumstances, experience, goals, risk tolerance, and objectives. The firm also offers educational workshops that focus on issues affecting seniors, including fraud prevention and online safety. In line with fiduciary obligations under ERISA and the Internal Revenue Code, Crescent Financial Advisors adheres to high standards of professional care, conflict-of-interest disclosure, and client-first advisory conduct, particularly in matters related to IRA rollovers.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Crescent Financial Advisors

Platform Details

Investment Preferences

Alternative Activity

Address

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