CROSS STATE FINANCIAL GROUP LLC

RIASEC RegisteredEst. 2020

Total AUM

$188M

Discretionary

$188M

100% of AUM

Avg account

$169K

Accounts

1,111

Employees

Advisory reps

Firm details

Headquarters: ALBUQUERQUE, New Mexico
CRD number: 282011
Registered since: January 2, 2020
Website: www.crossstatefinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals55.06%
HNWI36.37%
Charitable Organizations7.55%
Pension & Profit Sharing Plans1.03%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Cross State Financial Group LLC is an independent, SEC-registered investment adviser organized as an LLC and registered in 2020. The firm describes itself as a capital allocator serving both individuals and families as well as institutional clients. Its core advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of external managers. Compensation is a mix of percentage-of-AUM fees plus hourly and fixed-fee arrangements. The firm is owned by an individual and maintains industry relationships with accountants and an insurance company. Cross State Financial Group does not identify as an active ESG investor, and its reported business model does not include pension consulting or related-adviser structures.