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

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Firm Name	Assets Under Management	Total Clients	Total Advisors

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