Washington Crossing Advisors LLC

Overview

Washington Crossing Advisors LLC is a non-independent retail registered investment adviser organized as an LLC and registered with the SEC in 2017. The firm serves both individual and family clients as well as institutional clients, providing portfolio management for individuals, small businesses, and for businesses or institutions. It charges fees as a percentage of assets under management and is not marketed as an ESG investor. The firm has a range of industry affiliations that extend beyond standalone advisory work: it reports relationships or activities tied to a broker-dealer, other investment advisers, a registered municipal advisor, commodity pool operator/commodity trading advisor roles, banking or thrift institutions, a trust company, an insurance company, and acting as sponsor/GP/managing member of pooled investment vehicles. Those affiliations suggest capability to access and administer multiple product types and intermediary arrangements within client programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices