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Home > Retirement Planners > texas > houston > CROSSMARK GLOBAL INVESTMENTS, INC.
CROSSMARK GLOBAL INVESTMENTS, INC.
15375 Memorial Drive
Suite 200
Houston, Texas 77079
Tel: 713-260-9000
About CROSSMARK GLOBAL INVESTMENTS, INC.
CROSSMARK GLOBAL INVESTMENTS, INC, formally registered with the SEC as CROSSMARK GLOBAL INVESTMENTS, INC. The firm was established in 07/26/1982. They have over 2 offices throughout the country.
CROSSMARK GLOBAL INVESTMENTS, INC. is a Houston, Texas based Financial Planning firm with nearly $5,807,109,087 assets under management, offering retirement planning & investment advisory services to 5613 clients. The firm is staffed with 45 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 113360 |
| SEC# | 801-17695 |
| Assets Managed by Firm | $5,807,109,087 |
| No. of Clients | 5613 |
| No. of Advisors | 45 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5613 | $5,807,109,087 |
| Individuals (other than high net worth individuals) | 4066 | $1,512,261,358 |
| High net worth individuals | 31 | $296,091,419 |
| Pension and profit sharing plans | 37 | $346,308,612 |
| Charitable organizations | 216 | $1,533,704,558 |
| Corporations or other businesses | 60 | $367,975,544 |
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