Overview
Assets Under Management: $122 million
Headquarters: YARDLEY, PA
High-Net-Worth Clients: 59
Average Client Assets: $2 million
Frequently Asked Questions
CROSSOVER CAPITAL BRANDS 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 #326625), CROSSOVER CAPITAL BRANDS LLC is subject to fiduciary duty under federal law.
CROSSOVER CAPITAL BRANDS LLC is headquartered in YARDLEY, PA.
CROSSOVER CAPITAL BRANDS LLC serves 59 high-net-worth clients according to their SEC filing dated September 19, 2024. View client details ↓
According to their SEC Form ADV, CROSSOVER CAPITAL BRANDS LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
CROSSOVER CAPITAL BRANDS LLC manages $122 million in client assets according to their SEC filing dated September 19, 2024.
According to their SEC Form ADV, CROSSOVER CAPITAL BRANDS LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.16
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 258
Discretionary Accounts: 242
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 326625
Last Filing Date: 2024-09-19 00:00:00
Website: https://tru-ind.com