Crossroads Financial Services Inc
Firm details
- Headquarters
- ,
- CRD number
- 323162
- Website
- crfinancialservices.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals54.46%
- HNWI45.21%
- Charitable Organizations0.33%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Crossroads Financial Services Inc. is an independent, individually owned registered investment adviser serving both individual/family and institutional clients. The firm focuses on financial planning and portfolio management for individuals and small businesses and charges clients via a mix of percentage-of-AUM, hourly, and fixed fees. Crossroads identifies a preference for fixed-income instruments and does not market itself as an active ESG investor or a multi-state adviser. It is not described as a capital allocator, pension consultant, or related adviser to another registered entity.
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
- State & Local Bonds37%
- US Government Bonds23%
- Exchange Traded Equities15%
- Investment Grade Corp Bonds10%
- Public Funds/Mutual Funds8%
Contacts
1 of 1Ryan Foster
Vice PresidentCRD 5414840
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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