CROSS BORDER FINANCIAL PLANNING USA LLC
SEC Form ADV profile.
Total regulatory AUM
$147,228,501
Discretionary
$146,431,455
Non-discretionary
$797,046
Firm details
- CRD number
- 317154
- SEC file number
- 801-132483
- Main office
- PHILADELPHIA, PA, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of November 2026.