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CROSS STATE FINANCIAL GROUP LLC

Tel: 800-621-6974
6721 Academy Rd. Ne
Suite B
Albuquerque, New Mexico  87109

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CROSS STATE FINANCIAL GROUP LLC

CROSS STATE FINANCIAL GROUP LLC is a Albuquerque, New Mexico based financial advisory firm with nearly $166,767,480 in assets under management and provides investment advisory services for 1028 clients. There are currently 9 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

282011

SEC#:

801-117843

No. of Clients:

1028

Assets under Management

$166,767,480

No. of Advisors:

9

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