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Building 2CROSS STATE FINANCIAL GROUP LLC

Map pinALBUQUERQUE, NM
Phone800-621-6974
NotebookSEC #801-117843
Total AUM
$188.3M
Employees
10
Clients
406

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6721 ACADEMY RD. NE
SUITE B
ALBUQUERQUE
NM 87109
United States
Operating Hours
8:00 AM TO 4:00 PM
Monday - Friday
Phone
800-621-6974
Other Offices
7

ReceiptFinancials

Total AUM
$188.3M
Accounts
1,111
Discretionary
$188.3M
Accounts
1,111
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
345
AUM
$103.7M
HNW Individual Clients
50
AUM
$68.5M
Pension/Profit Sharing Plan Clients
4
AUM
$1.9M
Charitable Organization Clients
7
AUM
$14.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
ALAZCACOFLMINHNJNMPATX

HandshakeAffiliates

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

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