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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 $6,998,074,433 assets under management, offering retirement planning & investment advisory services to 6198 clients. The firm is staffed with 51 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 113360 |
| SEC# | 801-17695 |
| Assets Managed by Firm | $6,998,074,433 |
| No. of Clients | 6198 |
| No. of Advisors | 51 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 6198 | $6,998,074,433 |
| Individuals (other than high net worth individuals) | 4460 | $1,842,706,415 |
| High net worth individuals | 37 | $417,270,253 |
| Pension and profit sharing plans | 29 | $398,730,592 |
| Charitable organizations | 204 | $1,779,562,326 |
| Corporations or other businesses | 61 | $432,584,910 |
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