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, Hourly Charges, Fixed Fees
- Client types
- HNWI83.9%
- Individuals16.1%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Cross Border Wealth Advisors is an independent registered investment adviser that began SEC registration in 2020 and is owned by an individual. The firm focuses on serving individuals and families, offering financial planning, discretionary and non‑discretionary portfolio management for individuals and small businesses, and the selection of other advisers. It bills clients via a mix of percentage‑of‑AUM fees, hourly charges, and fixed fees. The firm identifies as a capital allocator but does not position itself as an active ESG investor, a multi‑state adviser, or a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
Contacts
1 of 1
Victor Gersten
OwnerCRD 6160946
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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