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CROSSMARK GLOBAL INVESTMENTS, INC.
HOUSTON, TX
713-260-9000
SEC #801-17695Total AUM
$7.1B
Employees
51Clients
5,424Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
15375 MEMORIAL DRIVE
SUITE 200
HOUSTON
TX 77079
United States
SUITE 200
HOUSTON
TX 77079
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
713-260-9000
Other Offices
1
Financials
Total AUM
$7.1B
Accounts
5,314Discretionary
$7B
Accounts
5,214Non-Discretionary
$45.3M
Accounts
100
Clients
Individual Clients
4,977AUM
$2.1B
HNW Individual Clients
28AUM
$376.6M
Investment Company Clients
10AUM
$1.8B
Pension/Profit Sharing Plan Clients
26AUM
$321.6M
Charitable Organization Clients
210AUM
$1.9B
Government Entity Clients
4AUM
$12.2M
Insurance Company Clients
3AUM
$68.7M
Corporation or Business Clients
66AUM
$439M
Other Clients
100AUM
$45.3M
Description of Other Clients
MODEL TRADED NON-DISCRETIONARY
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.