CROSS BORDER WEALTH, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 288330
- Registered since
- October 16, 2018
- Website
- crossborder-wealth.com
- Custodians
- NOVIA GLOBAL, CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Cross Border Wealth, LLC is a privately owned limited liability company that registered with the SEC in 2018. The firm serves individual and family clients, providing portfolio management for individuals and small businesses and offering pension consulting services. Its reported fee arrangements include percentage-of-assets-under-management and fixed-fee engagements. The firm does not identify as an active ESG investor and is reported as not a multi-state adviser.
Assets & Accounts
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
- Public Funds/Mutual Funds80%
- Cash & Cash Equivalents10%
- Exchange Traded Equities5%
- US Government Bonds5%
Owners & executives
1 of 1Michelle Yvonne Basa
Chief Compliance OfficerCRD 7772673
Contacts
3 of 7Fabrice Mercier
Managing PartnerCRD 6640917
ARDEN GAYLE SANTOS
Client Services ManagerCRD 8245253
SCOTT JONES
Investment AdvisorCRD 7367186
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 230 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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