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Building 2CROSS FINANCIAL ADVISORS

Map pinBEAVERTON, OR
Phone(503) 430-0563
NotebookSEC #801-110589
Total AUM
$481.8M
Employees
12
Clients
1,873

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16100 NW CORNELL ROAD #240
BEAVERTON
OR 97006
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
(503) 430-0563
Other Offices
6

ReceiptFinancials

Total AUM
$481.8M
Accounts
2,907
Discretionary
$481.8M
Accounts
2,907
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,283
AUM
$163.6M
HNW Individual Clients
548
AUM
$304.4M
Pension/Profit Sharing Plan Clients
17
AUM
$3.7M
Charitable Organization Clients
11
AUM
$2.4M
Corporation or Business Clients
14
AUM
$7.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCAFLIDINMAMNNVOHORTXUTVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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