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- Custodian
- Charles Schwab & Company · LPL Financial · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Horizon
- Established Date
- 05-13-2019
- Office Locations
- 1
Office Locations
About Cross Financial Strategies, LLC
Cross Financial Strategies, LLC is an independent Texas RIA serving individual investors and retirement plan sponsors. The firm provides financial planning and ongoing portfolio management, including retirement plan support, tax and estate planning coordination, and insurance/risk management guidance. Portfolios emphasize diversified asset allocation using mutual funds and ETFs, with a socially responsible investing option; custody includes Charles Schwab.
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Owner & Executives
STEPHEN J CROSS
Chief Compliance Officer, Executive Consultant, Managing Member
- CRD
- #4187561
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,537,126 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,537,126 | -- |
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Separately Managed Accounts
Total SMA Asset: $31,537,126
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,116,086,819 | 38.1% |
| Equity - Exchange | $445,262,983 | 15.2% |
| Cash | $1,368,011,927 | 46.7% |
| Total | $2,929,361,729 | 100.0% |