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CROSSOVER CAPITAL
Tel: 215-396-5580
113 Floral Vale Blvd Yardley, Pennsylvania 19067
CROSSOVER CAPITAL
CROSSOVER CAPITAL is a Yardley, Pennsylvania based financial advisory firm with nearly $122,298,553 in assets under management and provides investment advisory services for 258 clients. There are currently 2 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Publication of periodicals and newsletters , Education seminars/workshops
Fee Structure:
A percentage of AUM, Fixed fees, Performance Based, Other (FINANCIAL PLANNING AND CONSULTIN
Firm CRD#:
326625
SEC#:
801-128013
No. of Clients:
258
Assets under Management
$122,298,553
No. of Advisors:
2
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