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Building 2CROSS BORDER FINANCIAL PLANNING USA LLC

Map pinPHILADELPHIA, PA
Phone267-946-1099
NotebookSEC #801-132483
Total AUM
$147.2M
Employees
3
Clients
166

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2001 MARKET ST.
SUITE 2500
PHILADELPHIA
PA 19103
United States
Operating Hours
8:30 AM - 6:00 PM
Monday - Friday
Phone
267-946-1099
Other Offices
1

ReceiptFinancials

Total AUM
$147.2M
Accounts
407
Discretionary
$146.4M
Accounts
405
Non-Discretionary
$797K
Accounts
2

ContactClients

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Individual Clients
102
AUM
$37.7M
HNW Individual Clients
63
AUM
$108.3M
Corporation or Business Clients
1
AUM
$1.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMANYPATX

HandshakeAffiliates

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

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