Crossroads Advisor Network LLC

Overview

Crossroads Advisor Network LLC is a Washington-based limited liability company that launched recently. The firm serves individual and family clients and operates in a hybrid capacity: it engages as a broker-dealer/registered representative while also offering accounting-related services. Its advisory menu includes financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, and pension consulting services. Fee arrangements combine percentage-of-AUM billing and fixed fees. Crossroads does not identify as an ESG-focused investor and reports ownership via domestic entities and individuals.

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