Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > connecticut > darien > CROSS ISLAND ADVISORS LLC
CROSS ISLAND ADVISORS LLC
450 Mansfield Ave
Darien, Connecticut 06854
Tel: 203-252-7654
About CROSS ISLAND ADVISORS LLC
CROSS ISLAND ADVISORS LLC, formally registered with the SEC as CROSS ISLAND ADVISORS LLC. The firm was established in 02/16/2018. They have over 2 offices throughout the country.
CROSS ISLAND ADVISORS LLC is a Darien, Connecticut based Financial Planning firm with nearly $453,000,000 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 292058 |
| SEC# | 801-112465 |
| Assets Managed by Firm | $453,000,000 |
| No. of Clients | 5 |
| No. of Advisors | 1 |
Fee Structure
- Other (SALARY)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5 | $453,000,000 |
| High net worth individuals | Fewer than 5 clients | $453,000,000 |
More Retirement Planning firms in Darien, Connecticut:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
| $110,207,824,026 | 170 | 296 | |
| $107,251,821,000 | 4 | 524 |
Explore More Retirement Advisors in Darien, Connecticut