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Building 2CROSSGEN WEALTH LLC

Map pinGREENVILLE, NC
Phone252-262-7301
NotebookSEC #801-133964
Total AUM
$222.8M
Employees
3
Clients
150

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
905 A CONFERENCE DRIVE
GREENVILLE
NC 27858
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
252-262-7301

ReceiptFinancials

Total AUM
$222.8M
Accounts
430
Discretionary
$222.8M
Accounts
430
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
116
AUM
$59.7M
HNW Individual Clients
20
AUM
$95.6M
Pension/Profit Sharing Plan Clients
2
AUM
$924.2K
Insurance Company Clients
1
AUM
$16.1M
Corporation or Business Clients
11
AUM
$50.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCSCTX

HandshakeAffiliates

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

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