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Building 2CROSS BORDER TAX & ACCOUNTING, LLC

Map pinPHOENIX, AZ
Phone602.956.4661
NotebookSEC #801-67648
Total AUM
$11.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3336 NORTH 32ND STREET
SUITE 113
PHOENIX
AZ 85018-6241
United States
Operating Hours
7:00 AM - 5:00 PM
Monday - Friday
Phone
602.956.4661

ReceiptFinancials

Total AUM
$11.5M
Accounts
63
Discretionary
$11.4M
Accounts
59
Non-Discretionary
$130.9K
Accounts
4

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFL

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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