Overview
Assets Under Management: $131 million
Headquarters: LENEXA, KS
High-Net-Worth Clients: 98
Average Client Assets: $0.9 million
Frequently Asked Questions
CROSSROADS FINANCIAL MANAGEMENT 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 #115435), CROSSROADS FINANCIAL MANAGEMENT is subject to fiduciary duty under federal law.
CROSSROADS FINANCIAL MANAGEMENT is headquartered in LENEXA, KS.
CROSSROADS FINANCIAL MANAGEMENT serves 98 high-net-worth clients according to their SEC filing dated February 21, 2018. View client details ↓
According to their SEC Form ADV, CROSSROADS FINANCIAL MANAGEMENT offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
CROSSROADS FINANCIAL MANAGEMENT manages $131 million in client assets according to their SEC filing dated February 21, 2018.
According to their SEC Form ADV, CROSSROADS FINANCIAL MANAGEMENT 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: 98
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.54%
Average Client Assets: $0.9 million
Total Client Accounts: 109
Discretionary Accounts: 109
Regulatory Filings
CRD Number: 115435
Filing ID: 1179268
Last Filing Date: 2018-02-21 11:25:00