1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CROSSGRAIN FAMILY INVESTMENTS, LLC

Map pin
Phone804-217-2561
NotebookSEC #801-123143
Total AUM
$177.6M
Employees
2
Clients
77

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
804-217-2561

ReceiptFinancials

Total AUM
$177.6M
Accounts
220
Discretionary
$177.6M
Accounts
220
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
16
AUM
$4.4M
HNW Individual Clients
54
AUM
$126.3M
Charitable Organization Clients
2
AUM
$3.9M
Corporation or Business Clients
5
AUM
$42.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CO - INVESTMENT MANAGEMENT
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OHTXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account