Overview
Assets Under Management: $453 million
Headquarters: DARIEN, CT
Frequently Asked Questions
CROSS ISLAND ADVISORS 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 #292058), CROSS ISLAND ADVISORS LLC is subject to fiduciary duty under federal law.
CROSS ISLAND ADVISORS LLC is headquartered in DARIEN, CT.
According to their SEC Form ADV, CROSS ISLAND ADVISORS LLC offers portfolio management for individuals. View all service details ↓
CROSS ISLAND ADVISORS LLC manages $453 million in client assets according to their SEC filing dated March 31, 2023.
According to their SEC Form ADV, CROSS ISLAND ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Total Client Accounts: 5
Discretionary Accounts: 5
Regulatory Filings
CRD Number: 292058
Last Filing Date: 2023-03-31 00:00:00
Website: https://crossislandadvisors.com