RIA Intel›Advisers›Texas›CROSS FINANCIAL SERVICES CORPORATION

CROSS FINANCIAL SERVICES CORPORATION

Advisory

N·SAN ANTONIO, TX

Data as of Mar 28, 2012 · Source: SEC Form ADV

Total AUM
$57M
1-Year AUM Growth
+8.9%
3-Year CAGR
+4.4%
Employees
0
Assets Under Management
Total AUM$57M
Discretionary AUM$52M
Non-Discretionary AUM$4M
Discretionary %92.2%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record16
First FilingMay 7, 2007
Latest FilingMar 28, 2012
🔒 Full AUM trend chart and 16 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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