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CROSS BORDER PLANNING PARTNERS, LLC
PHOENIX, AZ
602-955-5007
SEC #801-71407Total AUM
$0
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3336 NORTH 32ND STREET
SUITE 100
PHOENIX
AZ 85018-6241
United States
SUITE 100
PHOENIX
AZ 85018-6241
United States
Operating Hours
7:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
602-955-5007
Financials
Total AUM
$0
Accounts
0Discretionary
$0
Accounts
0Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
PRIVATE CLIENT SERVICES/FAMILY OFFICE
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.