Crossroads Advisor Network LLC

Overview

Crossroads Advisor Network LLC is a recently formed limited liability company that registered with the SEC in 2023. The firm serves individual and family clients and operates under a mixed fee model that includes both a percentage-of-AUM component and fixed fees. Its reported business activities span broker-dealer functions, registered representative activity, and accounting services; it also provides advisory work such as financial planning and portfolio management for individuals, small businesses, and larger business or institutional clients. Pension consulting is listed among advisory services in the filing. The firm identifies as a domestic entity and is not flagged as an active ESG investor, a multi-state adviser, or a capital allocator. It is classified as an unclassified adviser in the snapshot data and is not recorded as a related adviser.

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Location & Offices