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CROSSMARK GLOBAL INVESTMENTS, INC.
CRD 113360 · SEC 801-17695
15375 MEMORIAL DRIVE, SUITE 200, HOUSTON, TX, 77079, United States
Phone
713-260-9000
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$7.09B
Discretionary AUM
$7.05B
Team
51 total employees; 11 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2025-06-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4977 | $2.13B |
| High net worth individuals | 28 | $376.6M |
| Investment companies | 10 | $1.83B |
| Pension/profit sharing plans | 26 | $321.6M |
| Charitable organizations | 210 | $1.87B |
| State/municipal entities | 4 | $12.2M |
| Insurance companies | 3 | $68.7M |
| Corporations/business entities | 66 | $439.0M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD