wiseradvisor

Cross State Financial Group Llc

Tel: 800-621-6974
8421 Osuna Road Ne
Suite C
Albuquerque, New Mexico  87111

About Cross State Financial Group Llc

Cross State Financial Group Llc is a Albuquerque, New Mexico based financial advisory firm with nearly $113,123,167 in assets under management and provides investment advisory services for 637 clients. There are currently 7 financial advisors at the firm.


General Information

Firm CRD#:   282011
SEC#:   801-117843
Assets under Management:   $113,123,167
No. of Clients:   637
No. of Advisors:   7
Advisory Services Provided:   Financial Planning, Portfolio Management for Individuals, Selection of Other Advisors
Fee Structure:   A percentage of AUM, Fixed fees

More Financial Advisor Firms in Albuquerque, New Mexico

Financial Advisory Firm Firm CRD# SEC# No. of Clients No. of Advisors AUM
Redw Wealth Llc 109446 801-57516 1088 15 $955,100,555
Thornburg Investment Management Inc 106357 801-17853 719 203 $47,059,818,550
Ulrich Investment Consultants 159499 801-72880 661 11 $1,982,200,342
John Moore & Associates Inc 109791 801-55123 634 12 $784,705,786
Longview Asset Management, Llc 122997 801-79973 423 3 $238,768,447
Financial Partners, Llc 170002 801-110092 354 4 $110,000,000
City Different Investments 310982 801-120293 40 14 $197,280,222
First American Financial Advisors Inc. 170404 801-79968 12 1 $150,000,000
Sun Mountain Capital Advisors, Llc 151477 801-72312 9 11 $738,746,259
Titan Fund Management, Llc 290562 801-112121 3 22 $239,000,000
Explore More Financial Advisor Firms in Albuquerque, New Mexico >>