Adviser Profile
| As of Date | 04/23/2025 |
| Registration status | Registration Changed to CROSS BORDER FINANCIAL PLANNING USA LLC |
| ADV Location | PHILADELPHIA, PA, United States |
| Contact Info | 267 xxxxxxx |
| Websites |
| AUM* | 114,664,126 23% |
| of that, discretionary | 113,930,966 40% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 359,449 8% |
| % High Net Worth | 40.00% 9% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds