Overview
Assets Under Management: $7.1 billion
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 11
Average Client Assets: $194 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 30.02
Average High-Net-Worth Client Assets: $194 million
Total Client Accounts: 5,314
Discretionary Accounts: 5,214
Non-Discretionary Accounts: 100
Regulatory Filings
CRD Number: 113360
Filing ID: 2000496
Last Filing Date: 2025-06-27 13:03:00
Website: https://crossmarkglobal.com