Cross Financial Strategies, LLC
Firm details
- Headquarters
- ,
- CRD number
- 301085
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI75.58%
- Individuals19.13%
- Pension & Profit Sharing Plans5.29%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Cross Financial Strategies, LLC is a privately owned limited liability company that advises individuals and families on investment management. The firm bills clients on a percentage-of-assets-under-management basis and focuses its advisory work on portfolio management for individuals and small businesses, along with pension consulting services. It is not positioned as an ESG-focused allocator, does not present as a multi-state adviser, and is not identified as a capital allocator or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds83%
- Exchange Traded Equities15%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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