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CRESCENDO FINANCIAL PLANNERS INC.

Advisory

IL

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in IL

#1,199

of 1,719 advisers by AUM

Average account

$2M

across 27 accounts

AUM per adviser

$50M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$50M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$50M

Discretionary AUM$0

Non-Discretionary AUM$50M

Discretionary %0%

Total Clients26

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

26 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

$50M

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$50M

CONSULTING FIDUCIARIES, INC.

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LONG & ASSOCIATES LLC

$51M

PERLMUTTER ADVISORS LLC

HIGHLAND PARK, IL

$51M

COZAD WESTCHESTER AGRICULTURAL ASSET MANAGEMENT PARTNERSHIP

$50M

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