Bradley Edwin Phelan

Crescent Advisor Group, INC.

9 Years of Experience

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Firm Information

Crescent Advisor Group, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

16 advisors

Number of Clients

230 clients

Average Client Portfolio

$1.2M average

Assets Under Management

$283.0M

Fee Structure

This brochure supplement provides information about David Evaul and supplements the Crescent Advisor Group, Inc. brochure. Please refer to the Crescent Advisor Group, Inc. brochure for fee information.

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Areas of Practice

Investment Management

Advisor Information

Office location

4975 Preston Park Blvd., Suite 820, Plano, TX, 75093

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Bradley is the owner and only shareholder of GJ 627, Inc., a consulting firm. He spends about a quarter to half of his time consulting with business owners on strategy, processes, and planning.