Overview
Assets Under Management: $165 million
High-Net-Worth Clients: 79
Average Client Assets: $1 million
Frequently Asked Questions
CROSSGRAIN FAMILY INVESTMENTS, 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 #318373), CROSSGRAIN FAMILY INVESTMENTS, LLC is subject to fiduciary duty under federal law.
CROSSGRAIN FAMILY INVESTMENTS, LLC serves 79 high-net-worth clients according to their SEC filing dated January 21, 2025. View client details ↓
According to their SEC Form ADV, CROSSGRAIN FAMILY INVESTMENTS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
CROSSGRAIN FAMILY INVESTMENTS, LLC manages $165 million in client assets according to their SEC filing dated January 21, 2025.
According to their SEC Form ADV, CROSSGRAIN FAMILY INVESTMENTS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
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