Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > pennsylvania > yardley > CROSSOVER CAPITAL
CROSSOVER CAPITAL
113 Floral Vale Blvd
Yardley, Pennsylvania 19067
Tel: 215-396-5580
About CROSSOVER CAPITAL
CROSSOVER CAPITAL, formally registered with the SEC as CROSSOVER CAPITAL. The firm was established in 05/23/2023. They have over 1 offices throughout the country.
CROSSOVER CAPITAL is a Yardley, Pennsylvania based Financial Planning firm with nearly $122,298,553 assets under management, offering retirement planning & investment advisory services to 258 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 326625 |
| SEC# | 801-128013 |
| Assets Managed by Firm | $122,298,553 |
| No. of Clients | 258 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
- Other (FINANCIAL PLANNING AND CONSULTING)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 258 | $122,298,553 |
| Individuals (other than high net worth individuals) | 28 | $2,817,575 |
| High net worth individuals | 227 | $118,010,679 |
| Corporations or other businesses | Fewer than 5 clients | $1,470,299 |
More Retirement Planning firms in Yardley, Pennsylvania:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
| $194,796,322,013 | 93301 | 411 | |
| $190,960,333,268 | 377 | 657 |
Explore More Retirement Advisors in Yardley, Pennsylvania