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CROSSROADS FINANCIAL PLANNING, INC.
UPPER ARLINGTON, OH
614-459-1145
SEC #801-63651Total AUM
$42.2M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5001 HORIZONS DRIVE, SUITE 201
UPPER ARLINGTON
OH 43220
USA
UPPER ARLINGTON
OH 43220
USA
Operating Hours
8:30-5:00 M-TH 8:30-2:00 FRIDAY
Monday - Friday
Monday - Friday
Phone
614-459-1145
Financials
Total AUM
$42.2M
Accounts
294Discretionary
$0
Accounts
0Non-Discretionary
$42.2M
Accounts
294
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
OH
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.