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Building 2CROSSWIND ADVISORY LLC

Map pinSAN DIEGO, CA
Phone858-453-5100
NotebookSEC #801-69488
Total AUM
$10M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3655 NOBEL DRIVE
SUITE 350
SAN DIEGO
CA 92122
United States
Operating Hours
9:00AM - 4:00PM
Monday - Friday
Phone
858-453-5100

ReceiptFinancials

Total AUM
$10M
Accounts
36
Discretionary
$10M
Accounts
36
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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