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Building 2CROSSOVER CAPITAL

Map pinYARDLEY, PA
Phone215-396-5580
NotebookSEC #801-128013
Total AUM
$179.5M
Employees
3
Clients
100

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
113B FLORAL VALE BLVD
#3
YARDLEY
PA 19067
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
215-396-5580

ReceiptFinancials

Total AUM
$179.5M
Accounts
458
Discretionary
$161.2M
Accounts
438
Non-Discretionary
$18.3M
Accounts
20

ContactClients

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Individual Clients
35
AUM
$7.4M
HNW Individual Clients
64
AUM
$171.5M
Corporation or Business Clients
1
AUM
$563.5K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
FINANCIAL PLANNING AND CONSULTING

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNYPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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