CROSS FINANCIAL ADVISORS, LLC
Doing business as CROSS FINANCIAL ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$481,819,342
Discretionary
$481,819,342
Non-discretionary
$0
Firm details
- CRD number
- 287686
- SEC file number
- 801-110589
- Main office
- PORTLAND, OR, United States
- Employees
- 12
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.