Overview
Assets Under Management: $236 million
Headquarters: NEWTOWN, PA
High-Net-Worth Clients: 63
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.74
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 179
Discretionary Accounts: 178
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 121856
Last Filing Date: 2025-02-18 00:00:00
Website: https://crossadvisors.com