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Building 2CROSS BORDER WEALTH, LLC

Map pinNEW YORK, NY
Phone646-688-5333
NotebookSEC #801-114158
Total AUM
$221.9M
Employees
7
Clients
531

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
230 PARK AVENUE
4TH FLOOR WEST
NEW YORK
NY 10169
United States
Operating Hours
8AM-6PM
Monday - Friday
Phone
646-688-5333
Other Offices
2

ReceiptFinancials

Total AUM
$221.9M
Accounts
672
Discretionary
$0
Accounts
0
Non-Discretionary
$221.9M
Accounts
672

ContactClients

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HNW Individual Clients
531
AUM
$221.9M

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
AZCACOCTDCFLGAILLAMAMDMINCNHNJNYOHPATNTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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