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Cresta Advisors, Ltd.

● SEC registered since 2014CRD 169641SEC# 801-79454Laredo, TX
Export (members)
Reg. AUM
$533.1M
Employees
10
Accounts
581
Location
Laredo, TX

Cresta Advisors, Ltd. assets under management

Cresta Advisors, Ltd. is an investment advisory firm registered with the SEC based in Laredo, TX. The firm has been registered since 2014. It reports $533.1 million in regulatory assets under management and employs 10 people.

Cresta Advisors, Ltd. owners & executives

5 reported
NameTitleOwnershipSince
D and G Mgmt Co., LLCOwnerUnder 5%2014
Manuel Eugenio Garza ControlPartner And Chief Compliance Officer25-50%2013
Mark Lawrence Deutsch ControlPartner25-50%2013
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Frequently asked questions

How much does Cresta Advisors, Ltd. manage?

Cresta Advisors, Ltd. reports $533.1 million in regulatory assets under management on its Form ADV.

How many employees does Cresta Advisors, Ltd. have?

Cresta Advisors, Ltd. reports 10 employees.

Where is Cresta Advisors, Ltd. located?

Cresta Advisors, Ltd. is based in Laredo, TX and has been SEC-registered since 2014.

Does Cresta Advisors, Ltd. disclose fund performance?

Cresta Advisors, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2019 E. del Mar Blvd., Suite 100, Laredo, TX 78041
Phone956-267-8130
Fax956-267-8135
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$527.3M
Non-discretionary$5.8M
Total (RAUM)$533.1M