Crossmark Wealth Management, LLC

RIASEC RegisteredEst. 2017

Total AUM

$1.2B

Discretionary

$1.2B

100% of AUM

Avg account

$1.6M

Accounts

723

Employees

Advisory reps

Firm details

Headquarters: Houston, Texas
CRD number: 289004
Registered since: July 31, 2017
Website: www.crossmarkwealth.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Charitable Organizations43.14%
Pension & Profit Sharing Plans27.9%
HNWI22.75%
Individuals4.62%
Corporations / Businesses1.58%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Crossmark Wealth Management, LLC is an SEC-registered advisory firm organized as an LLC and established in 2017. The firm serves both individual and family clients as well as institutional clients and acts as a capital allocator. Its fee arrangements include percentage-of-AUM billing and fixed fees. Core advisory services listed by the firm include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting services and the selection of other advisers. Crossmark does not identify as an active ESG investor and is classified in filings as unclassified.