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Building 2CROSS BORDER WEALTH, LLC

Map pinNEW YORK, NY
Phone646-688-5333
NotebookSEC #801-113140
Total AUM
$25M
Employees
4
Clients
50

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 THIRD AVENUE
2ND FLOOR
NEW YORK
NY 10016
United States
Operating Hours
8AM-6PM
Monday - Friday
Phone
646-688-5333

ReceiptFinancials

Total AUM
$25M
Accounts
50
Discretionary
$0
Accounts
0
Non-Discretionary
$25M
Accounts
50

ContactClients

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HNW Individual Clients
50
AUM
$25M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTNYTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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