CROSS STATE FINANCIAL GROUP LLC - Financial Advisor in New Mexico, Albuquerque

Tel: 800-621-6974 6721 Academy Rd. Ne Suite B Albuquerque, New Mexico 87109

About CROSS STATE FINANCIAL GROUP LLC

CROSS STATE FINANCIAL GROUP LLC is a Albuquerque, New Mexico based financial advisory firm with nearly $166,767,480 in assets under management and provides investment advisory services for 1028 clients. There are currently 9 financial advisors at the firm.

General Information

Firm CRD#:

282011

Firm SEC#:

801-117843

Assets Under Management:

$166,767,480

No. of Clients:

1028

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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