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Financial Advisor
Pennsylvania
Yardley
CROSSOVER CAPITAL

CROSSOVER CAPITAL

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

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

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