Cross Financial Advisors

RIASEC RegisteredEst. 2017

Total AUM

$482M

Discretionary

$482M

100% of AUM

Avg account

$166K

Accounts

2,907

Employees

Advisory reps

Firm details

Headquarters: Portland, Oregon
CRD number: 287686
Registered since: June 22, 2017
Website: www.crossfinancialmgmt.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI63.17%
Individuals33.96%
Corporations / Businesses1.6%
Pension & Profit Sharing Plans0.77%
Charitable Organizations0.5%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Cross Financial Advisors is an independent registered investment adviser organized as an LLC that provides financial planning and portfolio management primarily for individuals, families and small businesses, with some institutional clients. The firm is SEC-registered (registered in 2017) and uses fee models that include a percentage of assets under management as well as hourly and fixed-fee engagements. Its ownership structure combines a domestic entity and individual ownership, and it lists an accounting firm among its professional affiliations. Cross Financial Advisors does not describe itself as an active ESG investor and is not a capital allocator.