Cross Financial Advisors
Firm details
- Headquarters
- Beaverton, Oregon
- CRD number
- 287686
- Registered since
- June 22, 2017
- Website
- www.crossfinancialmgmt.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI63.17%
- Individuals33.96%
- Corporations / Businesses1.6%
- Pension & Profit Sharing Plans0.77%
- Charitable Organizations0.5%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Cross Financial Advisors is an independent registered investment adviser organized as an LLC and operating since 2017. The firm serves both individual and family clients as well as institutional clients, focusing on financial planning and portfolio management for individuals and small businesses. Its billing arrangements include percentage-of-AUM fees alongside hourly and fixed-fee engagements, and it does not present itself as a capital allocator or a pension consultant. The firm is not flagged as an active ESG investor and lists an industry affiliation with accountants.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Exchange Traded Equities9%
- Cash & Cash Equivalents3%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Jay Torgerson
CEOCRD 4275993
Contacts
3 of 10
Matthew Conti
Financial AdvisorCRD 3004214
Mathew Whiteaker
Managing ShareholderCRD 3260502
Corey Levine
Registered RepresentativeCRD 1878968
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Beaverton, OR
Washington
Location
Beaverton, OR
Headquartered in Beaverton, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Washington
- Address
- 16100 Nw Cornell Rd
- Time zone
- PT (UTC-8)
- Office locations
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