CRESCENDO FINANCIAL PLANNERS INC.

CRESCENDO FINANCIAL PLANNERS INC. is an SEC-registered investment adviser (CRD 153801). Regulatory assets under management: $50.4M.

Registration

• CRD: 153801
• Type: Registered investment adviser
• Phone: 630-446-0114
• Latest filing: 2026-03-30
• Regulatory AUM: $50.4M
• Non-discretionary AUM: $50.4M
• Clients: 2
• Accounts: 27

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 153801 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search