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CROSSMARK WEALTH MANAGEMENT, LLC
15375 Memorial Drive
Suite 200
Houston, Texas 77079
Tel: 713-260-9000
About CROSSMARK WEALTH MANAGEMENT, LLC
CROSSMARK WEALTH MANAGEMENT, LLC, formally registered with the SEC as CROSSMARK WEALTH MANAGEMENT, LLC. The firm was established in 07/31/2017. They have over 1 offices throughout the country.
CROSSMARK WEALTH MANAGEMENT, LLC is a Houston, Texas based Financial Planning firm with nearly $1,109,925,767 assets under management, offering retirement planning & investment advisory services to 670 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 289004 |
| SEC# | 801-110915 |
| Assets Managed by Firm | $1,109,925,767 |
| No. of Clients | 670 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 670 | $1,109,925,767 |
| Individuals (other than high net worth individuals) | 436 | $124,386,479 |
| High net worth individuals | 40 | $192,220,212 |
| Pension and profit sharing plans | 17 | $118,039,848 |
| Charitable organizations | 162 | $591,336,312 |
| Corporations or other businesses | 15 | $83,942,916 |
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