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CROSSROADS PLANNING
CROSSROADS PLANNING, LLC
CRD 277127
765 THE CITY DR. S, SUITE 390, ORANGE, CA, 92868, United States
Phone
(714) 890-0808
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$63.1M
Discretionary AUM
$63.1M
Team
4 total employees; 2 advisory reps; 15 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 104 | $26.4M |
| High net worth individuals | 20 | $36.6M |
All web addresses on file
Official SEC filing: View on IAPD