CROSSWALK INVESTMENT ADVISORY, INC.

Overview

Crosswalk Investment Advisory, Inc. is an independent, privately owned registered investment advisor operating as a corporation. The firm serves both individual and family clients as well as institutional relationships, with a service emphasis on financial planning and portfolio management for individuals and small businesses. Its fee arrangements combine AUM-based billing with hourly charges. Crosswalk reports that it is not a multi-state adviser, does not position itself as a capital allocator, and does not describe itself as an active ESG investor or pension consultant. The firm lists an accounting professional affiliation, which suggests a close referral or operational relationship with accounting services.

Assets & Accounts

Public Holdings

Investments & Alternatives