Cross Border Wealth Advisors
Firm details
- Headquarters
- ,
- CRD number
- 309890
- Registered since
- July 27, 2020
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI83.9%
- Individuals16.1%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Cross Border Wealth Advisors is an independent, California-registered wealth management firm organized as a corporation and owned by an individual. The firm focuses on serving individuals and families, offering financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and educational seminars/workshops. Its fee arrangements include both a percentage of assets under management and fixed fees. The firm acts as a capital allocator, outsourcing to external managers when appropriate, and is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Non-Exchange Traded Equities10%
- US Government Bonds10%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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