CRESCENT CITY RETIREMENT GROUP, LLC

CRESCENT CITY RETIREMENT GROUP, LLC of METAIRIE, LA is an SEC-registered investment adviser (CRD 146666). Regulatory assets under management: $130.9M.

Registration

• CRD: 146666
• SEC file number: 801-133888
• Type: Registered investment adviser
• Location: 3500 NORTH CAUSEWAY BLVD, SUITE 1442, METAIRIE, LA, 70002
• Phone: 504-828-2171
• Latest filing: 2026-04-28
• Regulatory AUM: $130.9M
• Discretionary AUM: $130.9M
• Clients: 12
• Accounts: 933

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 146666 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search