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WASHINGTON CROSSING ADVISORS LLC
CRD 281511 · SEC 801-108807
305 MADISON AVENUE, SUITE 200, MORRISTOWN, NJ, 07960, United States
Phone
973-549-4052
Fax
212-208-6833
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.03B
Discretionary AUM
$2.03B
Team
10 total employees; 5 advisory reps; 10 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-22
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)PORTFOLIO CONSULTANT TO A UNIT INVESTMENT TRUST SPONSORED BY AN UNAFFILIATED THIRD-PARTY
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3097 | $1.65B |
| High net worth individuals | 55 | $191.3M |
| Banking/thrift institutions | 7 | $17.3M |
| Pooled investment vehicles | 21 | $30.3M |
| Pension/profit sharing plans | 3 | $1.2M |
| Charitable organizations | 64 | $116.0M |
| Corporations/business entities | 10 | $18.0M |
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, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD