Crossgrain Family Investments, LLC
Firm details
- Headquarters
- ,
- CRD number
- 318373
- Registered since
- February 3, 2022
- Website
- www.crossgrainfi.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI71.15%
- Corporations / Businesses24.17%
- Individuals2.46%
- Charitable Organizations2.21%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Crossgrain Family Investments, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm is owned by an individual and serves both individual/family and institutional clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Pricing is flexible: the firm uses percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Crossgrain does not describe itself as an active ESG investor and is not classified as a capital allocator.
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
- Non-Exchange Traded Equities40%
- Public Funds/Mutual Funds40%
- Exchange Traded Equities17%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Contacts
2 of 2
William Pusey
Partner and Financial AdvisorCRD 4700336
Jeffrey Mussatt
Co-Founder and Managing MemberCRD 4341690
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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