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CROSS STATE FINANCIAL GROUP LLC
6721 Academy Rd. Ne
Suite B
Albuquerque, New Mexico 87109
Tel: 800-621-6974
About CROSS STATE FINANCIAL GROUP LLC
CROSS STATE FINANCIAL GROUP LLC, formally registered with the SEC as CROSS STATE FINANCIAL GROUP LLC. The firm was established in 01/02/2020. They have over 9 offices throughout the country.
CROSS STATE FINANCIAL GROUP LLC is a Albuquerque, New Mexico based Financial Planning firm with nearly $166,767,480 assets under management, offering retirement planning & investment advisory services to 1028 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282011 |
| SEC# | 801-117843 |
| Assets Managed by Firm | $166,767,480 |
| No. of Clients | 1028 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1028 | $166,767,480 |
| Individuals (other than high net worth individuals) | 369 | $92,836,279 |
| High net worth individuals | 38 | $53,283,674 |
| Pension and profit sharing plans | 17 | $7,163,962 |
| Charitable organizations | 8 | $13,483,565 |
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