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CROSS FINANCIAL ADVISORS
CROSS FINANCIAL ADVISORS, LLC
CRD 287686 · SEC 801-110589
16100 NW CORNELL ROAD #240, BEAVERTON, OR, 97006, United States
Phone
(503) 430-0563
Fax
(971) 249-0293
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$481.8M
Discretionary AUM
$481.8M
Team
12 total employees; 11 advisory reps; 7 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1283 | $163.6M |
| High net worth individuals | 548 | $304.4M |
| Pension/profit sharing plans | 17 | $3.7M |
| Charitable organizations | 11 | $2.4M |
| Corporations/business entities | 14 | $7.7M |
States served
AK, AZ, CA, ID, IN, MA, MN, NV, OH, OR, UT, VA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD