CROSSOVER CAPITAL - Financial Advisor in Pennsylvania, Yardley

Tel: 215-396-5580 113 Floral Vale Blvd Yardley, Pennsylvania 19067

About CROSSOVER CAPITAL

CROSSOVER CAPITAL is a Yardley, Pennsylvania based financial advisory firm with nearly $122,298,553 in assets under management and provides investment advisory services for 258 clients. There are currently 2 financial advisors at the firm.

General Information

Firm CRD#:

326625

Firm SEC#:

801-128013

Assets Under Management:

$122,298,553

No. of Clients:

258

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Fee Structure:

A percentage of AUM, Fixed fees, Performance Based, Other (FINANCIAL PLANNING AND CONSULTING)

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