CROSS BORDER FINANCIAL PLANNING USA LLC

Overview

Cross Border Financial Planning USA LLC is a privately held LLC that provides portfolio management for individuals, small businesses and institutional clients while also acting as a capital allocator and selector of third‑party advisers. The firm bills on a percentage‑of‑AUM basis and identifies itself as an active ESG investor, which it factors into manager selection and public fund choices. Ownership is listed as a mix of foreign entity and individual interests. Cross Border Financial Planning USA LLC appears positioned to serve both cross‑border private clients and institutional relationships through a manager‑of‑managers approach rather than relying solely on in‑house strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices