Cresap, Inc. - Investment Advisers

About Cresap, Inc.

Cresap, Inc. is headquartered in Radnor, Pennsylvania, a community near Philadelphia. The firm has been in business since 1990 and provides brokerage services. It is licensed to do business in several states and is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Cresap is registered with the Securities and Exchange Commission as an investment adviser, and the firm is listed as one of the investment advisers in Pennsylvania. Its reported regulatory assets under management are $339.02 million, and it has 16 employees. The firm is also included in the directory of US investment advisers. Cresap collects financial information from clients, including income, net worth and investment objectives, along with a tax identification number. According to the firm, this information is kept in company files and shared only with its clearing firm and, when requested, with securities regulators and government agencies.

Key Facts

Assets Under Management

$339.02M

Employees

16

SEC File Number

801-79750