Crescent Private Wealth
Financial Services
1400 Crescent Green
10 employees
- Employees
- 10
- Contacts
- 4
- Emails
- 4
- Phones
- 3
Crescent Private Wealth Overview
- Headquarters
- 1400 Crescent Green
- Website
- www.crescentpw.com
- Industry
- Financial Services
- Employees
- 10
- Founded
- 2024
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Crescent Private Wealth
At Crescent Private Wealth, we provide service that values your purpose as the driving force behind our actions. Each of us holds certain values that truly matter in our lives, and for the majority of us, our existence revolves around supporting, nurturing, and progressing what holds significance to us. As an experienced Wealth Advisor, Ahmad Quqa founded the company in 2024 to provide clients with a higher level of service. Respectively, Associates Mona Amiri, Heidi Moreno, and Ibraheem Amin joined Quqa bringing to Crescent Private Wealth experience, investment management, and together, they have built a team that consistently delivers in delivering comprehensive financial solutions and client satisfaction. All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously. Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG"), a registered investment advisor. Private Client Services, Crescent Private Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
Crescent Private Wealth Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 3
- 75.0% coverage
Crescent Private Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Hassan Masood | Strategic Growth & Institutional | Dallas-fort Worth Metroplex, United States |
Email
Phone
|
| Ali Zelmat | Proven Global Technical Support Leader | Raleigh, North Carolina, United States |
Email
Phone
|
| Mona Amiri | Associate, Private Wealth Client | Cary, North Carolina, United States |
Email
|
| Brett Bartkiewicz | Partner, Crescent Point Private Wealth | Avon, Connecticut, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
3 profiles
Associate / junior
1 profile
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