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Building 2CROSS FINANCIAL SERVICES CORPORATION

Map pinSAN ANTONIO, TX
Phone210-821-6499
NotebookSEC #801-67917
Total AUM
$56.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14607 SAN PEDRO
SUITE 190
SAN ANTONIO
TX 78232
United States
Operating Hours
8 AM - 4:30 PM
Monday - Friday
Phone
210-821-6499

ReceiptFinancials

Total AUM
$56.5M
Accounts
115
Discretionary
$52.1M
Accounts
100
Non-Discretionary
$4.4M
Accounts
15

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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