Crossroads Asset Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 145951
- Custodians
- CHARLES SCHWAB & CO., INC., UMB TRUST CO.
- Fee structure
- Percentage of AUM
- Client types
- Corporations / Businesses68.59%
- HNWI23.71%
- Individuals7.7%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Crossroads Asset Management LLC is a small, privately owned advisory firm organized as an LLC that concentrates on discretionary portfolio management for individuals, families, small businesses and other private institutions. The firm charges fees based on a percentage of assets under management and is structured to deliver separately managed accounts and institutional-style portfolio services rather than acting as a capital allocator or pension consultant. Crossroads does not position itself as an ESG-focused manager and is not registered as a multi-state adviser.
Assets & Accounts
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
- US Government Bonds36%
- Exchange Traded Equities33%
- Investment Grade Corp Bonds26%
- Cash & Cash Equivalents5%
Contacts
1 of 1Douglas Stehl
PresidentCRD 1345563
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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