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CROSS STATE FINANCIAL GROUP LLC
CRD 282011 · SEC 801-117843
6721 ACADEMY RD. NE, SUITE B, ALBUQUERQUE, NM, 87109, United States
Phone
800-621-6974
Fax
720-310-8944
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$188.3M
Discretionary AUM
$188.3M
Team
10 total employees; 10 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 345 | $103.7M |
| High net worth individuals | 50 | $68.5M |
| Pension/profit sharing plans | 4 | $1.9M |
| Charitable organizations | 7 | $14.2M |
States served
AL, AZ, CA, CO, MI, NJ, NM, PA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD