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

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