Victor
Dimaggio

Crescent Advisor Group, Inc

CRD#2539385
Investment Advisor
in Schererville, IN

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About this Advisor

Victor Dimaggio is a financial advisor who works in Schererville, Indiana with 15 years of industry experience. Dimaggio is currently employed by Crescent Advisor Group, Inc. Dimaggio has gained experience at Crescent Advisor Group, Inc, Crescent Securities Group, Inc and Dimaggio & Robinson, LTD. Dimaggio holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida, Illinois and Indiana. Crescent Advisor Group, Inc is an advisory company operating out of Plano, TX. It has a total of 15 people on staff. It has $212 million in total assets among its 470 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 470 accounts, just 9% are held by high-net-worth clients who have more than $1 million in assets. The business offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules largely vary depending on the type of services. Fee types charged by Crescent Advisor Group, Inc likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Schererville, IN

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Crescent Advisor Group, Inc Brokerage Details

Total Assets Under Management

$211,731,339

IN Average: $3,042,739,679
Total Number of Employees

15

IN Average: 49
Total Number of Accounts

470

IN Average: 2,315
Average Account Size

$450,492

IN Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Victor Dimaggio Work History

Victor has been registered as a financial advisor for 15 years.*

2008 - Present (16 years)

Crescent Advisor Group, Inc

2008 - Present (16 years)

Crescent Securities Group, Inc

1988 - Present (36 years)

Dimaggio & Robinson, LTD

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Victor Dimaggio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Crescent Advisor Group, Inc

Terry Hill
Dallas, TX
Jonathon Bolt
Plano, TX
Bradley Phelan
Plano, TX
Tyler Castle
Plano, TX
Juan Martinez
Plano, TX
Stephan Celuch
Plano, TX
Blake Bergstrom
Plano, TX
Hatley Harrell
Lubbock, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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