Overview
Assets Under Management: $302 million
Headquarters: SAN ANTONIO, TX
High-Net-Worth Clients: 51
Average Client Assets: $3.5 million
Frequently Asked Questions
CROSSVAULT CAPITAL MANAGEMENT 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 #109471), CROSSVAULT CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
CROSSVAULT CAPITAL MANAGEMENT LLC is headquartered in SAN ANTONIO, TX.
CROSSVAULT CAPITAL MANAGEMENT LLC serves 51 high-net-worth clients according to their SEC filing dated April 17, 2018. View client details ↓
According to their SEC Form ADV, CROSSVAULT CAPITAL MANAGEMENT LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
CROSSVAULT CAPITAL MANAGEMENT LLC manages $302 million in client assets according to their SEC filing dated April 17, 2018.
According to their SEC Form ADV, CROSSVAULT CAPITAL MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.51%
Average Client Assets: $3.5 million
Total Client Accounts: 317
Discretionary Accounts: 317
Regulatory Filings
CRD Number: 109471
Filing ID: 1210206
Last Filing Date: 2018-04-17 17:23:00