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Cross Border Financial Planning USA LLC

Cross Border Financial Planning USA LLC. CRD 317154

C

CRD: 317154

Cross Border Financial Planning USA LLC

Philadelphia, PA, 19103
2679461099
cbfpusa.com
$147.2M Total AUM
$146.4M Disc. AUM
-- 3Y CAGR
3 Employees
166 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Interactive Brokers · Stonex
Clients
Retail and Institutional
Platforms
InsightBeacon vector +more
Established Date
06-01-2021
Office Locations
2

Office Locations

2001 Market St. Suite 2500 Philadelphia PA
4676 Admiralty WAY Suite 834 Marina DEL REY CA

About Cross Border Financial Planning USA LLC

Cross Border Financial Planning USA provides wealth management and financial planning for globally mobile individuals and families with US assets, including overseas Americans and foreign nationals in the US. The firm builds tax-, currency-, and legal-aware portfolios using US mutual funds, ETFs, and direct securities, and can incorporate ESG screens. Known for PFIC and IRA withholding considerations, multi-currency strategies, and coordination with attorneys/accountants, it also partners with other advisors to support their international clients.

Team overview

46 AVG AGE
$49.1M AVG AUM / ADVISOR
$886.9K AVG AUM / CLIENT
3.8 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Signal radial Glacier matrix Unison beacon Ridge ridge

Client Personas

Timber capital

CRM

Value fusion Catalyst

Custodian

Harbor Prime Ridge Vital

Investment Themes

Catalyst frontier Insight Oak pioneer Harbor

Investment Vehicles

Element Pioneer Meridian pathway

Platform

Glacier Vector

Services

Quantum Timber Optima horizon Foundation fusion Element Wave ember Legacy Focus foundation Ridge

Technology

Legacy prime Vital Meridian radial Pathway Delta

Owner & Executives

P

Phillip Richard Owen Teague

Director, Owner

CRD
#7466644
Ownership
25% but less than 50%
(470) 311-3049
summit.ridge@pioneercapital.com
in linkedin.com/in/prime-pathway
J

JASON KEITH IESTYN WALKER

Chief Compliance Officer, Financial Advisor, General Partner, Managing Member

CRD
#6557712
Ownership
25% but less than 50%
(369) 839-6838
fusion.crest@crestcapital.com
in linkedin.com/in/vital-glacier
N

North catalyst

Quantum vertex timber

CRD
#55046
Ownership
10.4%
(292) 933-8908
unison.pathway@vertexcapital.com
in linkedin.com/in/ridge-insight

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Contacts

J

Jameson Coslow

--

CRD
#7718689
(340) 572-6470
capital.timber@primecapital.com
in linkedin.com/in/horizon-summit

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-02-2025
03-13-2026
Category Assets AVG. Account size
Discretionary $146,431,455 $361,559
Non-Discretionary $797,046 $398,523
Total $147,228,501 $361,741

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Separately Managed Accounts

Total SMA Asset: $147,228,501

$147.2M Total SMA
Public Funds:
32.1%
Equity - Exchange:
8.5%
Cash:
22.7%
Corporate - Investment Grade:
6.5%
Municipal Bonds:
19.0%
Other:
11.2%
Asset class Assets Assets %
Public Funds $1,121,705,100 32.1%
Equity - Exchange $297,024,715 8.5%
Cash $793,230,709 22.7%
Corporate - Investment Grade $227,136,547 6.5%
Municipal Bonds $663,937,598 19.0%
Other $391,373,741 11.2%
Total $3,494,408,410 100.0%

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