The CROSS BORDER FINANCIAL PLANNING USA is a privately held investment adviser that advises $147.23mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. CROSS BORDER FINANCIAL PLANNING USA is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 108.27% over the last 3-years.
The Group has been registered with the SEC for 1.28 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 2001 MARKET ST. SUITE 2500, PHILADELPHIA, PENNSYLVANIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 3 employees comprised of 3 investment and 0 non-investment staff. The total number of Employees increased by 50% over the last 4-years.
Their $147.23mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 1 other account. Assets of High Net Worth Individuals clients own $108.3mn or 73.56% of Total Assets and Individuals own $37.69mn or 25.6% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
CROSS BORDER FINANCIAL PLANNING USA names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.