CROSS BORDER WEALTH, LLC

230 Park Avenue
4th Floor West
New York, New York 10169
Tel: 646-688-5333

About CROSS BORDER WEALTH, LLC

CROSS BORDER WEALTH, LLC, formally registered with the SEC as CROSS BORDER WEALTH, LLC. The firm was established in 10/16/2018. They have over 3 offices throughout the country.

CROSS BORDER WEALTH, LLC is a New York, New York based Financial Planning firm with nearly $138,847,646 assets under management, offering retirement planning & investment advisory services to 463 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288330
SEC#	801-114158
Assets Managed by Firm	$138,847,646
No. of Clients	463
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	463	$138,847,646
High net worth individuals	397	$138,847,646

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