CROSS BORDER FINANCIAL PLANNING USA LLC

CRD 317154 · SEC 801-132483

2001 MARKET ST., SUITE 2500, PHILADELPHIA, PA, 19103, United States

Phone

267-946-1099

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$147.2M

Discretionary AUM

$146.4M

Team

3 total employees; 3 advisory reps

Clients

1-10

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-13

Disciplinary history

Services

Portfolio management (individuals)Selection of other advisers

Type	Clients	AUM
Individuals	102	$37.7M
High net worth individuals	63	$108.3M
Corporations/business entities	1	$1.2M

CA, MA, NY, PA, TX

Official SEC filing: View on IAPD