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Building 2CROSSROADS FINANCIAL MANAGEMENT, INC.

Map pinKANSAS CITY, MO
Phone913-451-8370
NotebookSEC #801-66390
Total AUM
$52.4M
Employees
3
Clients
158

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2018 MAIN STREET
KANSAS CITY
MO 64108
United States
Operating Hours
8:30A.M.-5P.M.
Monday - Friday
Phone
913-451-8370

ReceiptFinancials

Total AUM
$52.4M
Accounts
158
Discretionary
$52.4M
Accounts
158
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
144
AUM
$12M
HNW Individual Clients
10
AUM
$29.1M
Charitable Organization Clients
2
AUM
$10M
Corporation or Business Clients
2
AUM
$1.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLKSMOTX

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

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