WASHINGTON CROSSING ADVISORS LLC

RIASEC RegisteredEst. 2017

Total AUM

$2B

Discretionary

$2B

100% of AUM

Avg account

$623K

Accounts

3,257

Employees

Advisory reps

Firm details

Headquarters: MORRISTOWN, New Jersey
CRD number: 281511
Registered since: January 4, 2017
Website: washingtoncrossingadvisors.com
Custodians: STIFEL NICOLAUS & CO., INC.
Fee structure: Percentage of AUM
Client types: Individuals81.56%
HNWI9.43%
Charitable Organizations5.72%
Pooled Investment Vehicles1.5%
Corporations / Businesses0.89%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Washington Crossing Advisors LLC is an SEC-registered investment adviser (since 2017) that provides fee-based portfolio management to both individuals/families and institutional clients. The firm charges a percentage-of-AUM advisory fee and focuses on managing separately managed accounts alongside institutional mandates. It reports serving clients through multiple legal and industry roles, including affiliations with broker-dealers, trust companies, banking or thrift institutions, insurance companies, and sponsors or managers of pooled investment vehicles. The firm indicates it is not an active ESG investor and does not position itself as a capital allocator.