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CLIENT-CENTERED CROSS-BORDER PRIVATE WEALTH ADVISORY
CLIENT-CENTERED CROSS-BORDER FINANCIAL PLANNING LTD.
CRD 140373 · SEC 801-66802
51, I-STORE BUILDING B, NO. 208, 2ND FLOOR, SOI SUKHUMVIT 24, KHLONG TAN, KHLONG TOEI, BANGKOK, OH, 10110, Thailand
Phone
+66 2 566-0815
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
—
Discretionary AUM
—
Team
3 total employees; 3 advisory reps; 44 broker-dealer reps
Clients
26-50
Fees
Fixed fees; A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Org form
Other (specify)
Filing date
2026-03-21
Disciplinary history
No
Services
Financial planningPORTFOLIO ADVICE FOR INDIVIDUALS AND/OR SMALL BUSINESSES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $0 |
| High net worth individuals | 34 | $0 |
States served
OH
All web addresses on file
Official SEC filing: View on IAPD