Overview
Assets Under Management: $188 million
Headquarters: ALBUQUERQUE, NM
High-Net-Worth Clients: 50
Average Client Assets: $1.4 million
Frequently Asked Questions
CROSS STATE FINANCIAL GROUP 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 #282011), CROSS STATE FINANCIAL GROUP LLC is subject to fiduciary duty under federal law.
CROSS STATE FINANCIAL GROUP LLC is headquartered in ALBUQUERQUE, NM.
CROSS STATE FINANCIAL GROUP LLC serves 50 high-net-worth clients according to their SEC filing dated April 24, 2026. View client details ↓
According to their SEC Form ADV, CROSS STATE FINANCIAL GROUP LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
CROSS STATE FINANCIAL GROUP LLC manages $188 million in client assets according to their SEC filing dated April 24, 2026.
According to their SEC Form ADV, CROSS STATE FINANCIAL GROUP LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.37%
Average Client Assets: $1.4 million
Total Client Accounts: 1,111
Discretionary Accounts: 1,111
Regulatory Filings
CRD Number: 282011
Filing ID: 2098387
Last Filing Date: 2026-04-24 10:01:10