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CROSS FINANCIAL ADVISORS
16100 Nw Cornell Road #240
Beaverton, Oregon 97006
Tel: (503) 430-0563
About CROSS FINANCIAL ADVISORS
CROSS FINANCIAL ADVISORS, formally registered with the SEC as CROSS FINANCIAL ADVISORS. The firm was established in 06/22/2017. They have over 8 offices throughout the country.
CROSS FINANCIAL ADVISORS is a Beaverton, Oregon based Financial Planning firm with nearly $346,251,122 assets under management, offering retirement planning & investment advisory services to 2773 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 287686 |
| SEC# | 801-110589 |
| Assets Managed by Firm | $346,251,122 |
| No. of Clients | 2773 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2773 | $346,251,122 |
| Individuals (other than high net worth individuals) | 1416 | $150,276,801 |
| High net worth individuals | 383 | $188,383,208 |
| Pension and profit sharing plans | 12 | $2,067,042 |
| Charitable organizations | 7 | $970,640 |
| Corporations or other businesses | 12 | $4,553,431 |
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