Overview
Assets Under Management: $147 million
Headquarters: PHILADELPHIA, PA
High-Net-Worth Clients: 63
Average Client Assets: $1.7 million
Frequently Asked Questions
CROSS BORDER FINANCIAL PLANNING USA LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #317154), CROSS BORDER FINANCIAL PLANNING USA LLC is subject to fiduciary duty under federal law.
CROSS BORDER FINANCIAL PLANNING USA LLC is headquartered in PHILADELPHIA, PA.
CROSS BORDER FINANCIAL PLANNING USA LLC serves 63 high-net-worth clients according to their SEC filing dated March 13, 2026. View client details ↓
According to their SEC Form ADV, CROSS BORDER FINANCIAL PLANNING USA LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
CROSS BORDER FINANCIAL PLANNING USA LLC manages $147 million in client assets according to their SEC filing dated March 13, 2026.
According to their SEC Form ADV, CROSS BORDER FINANCIAL PLANNING USA LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.56%
Average Client Assets: $1.7 million
Total Client Accounts: 407
Discretionary Accounts: 405
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 317154
Filing ID: 2062478
Last Filing Date: 2026-03-13 12:37:57