Overview
Assets Under Management: $165 million
High-Net-Worth Clients: 79
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 79
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.01
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 203
Discretionary Accounts: 203
Regulatory Filings
CRD Number: 318373
Last Filing Date: 2025-01-21 00:00:00
Website: https://crossgrainfi.com