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CROSS FINANCIAL SERVICES
FRANKLIN, IN
317-560-4045
SEC #801-77412Total AUM
$46M
Employees
2Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
460 N. MORTON ST.
SUITE C
FRANKLIN
IN 46131
United States
SUITE C
FRANKLIN
IN 46131
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Monday - Friday
Phone
317-560-4045
Financials
Total AUM
$46M
Accounts
2Discretionary
$4K
Accounts
1Non-Discretionary
$46M
Accounts
1
Clients
None reported
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
IN
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.