Crescent Harbor Private Wealth

EST. AUM
$200,000,000

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2

CLIENT ACCOUNTS

Firm Details

Metro area New York City
CRD Number
Website crescentharborprivatewealth.com
Client types

Overview

John B. Araneo, CIMA®, CPWA®, and Jason Greenfield left Merrill in 2023 to launch Crescent Harbor Private Wealth. They are a boutique advisory firm committed to providing tailored financial planning, complete investment solutions, and highly personal family office services to help clients protect their wealth, achieve their goals, and pursue their dreams.

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 Harbor Private Wealth

Platform Details

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