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Cross State Financial Group LLC

Cross State Financial Group LLC. CRD 282011

C

CRD: 282011

Cross State Financial Group LLC

Albuquerque, NM, 87109
8006216974
www.crossstatefinancial.com
$188.3M Total AUM
$188.3M Disc. AUM
15.7% 3Y CAGR
10 Employees
407 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท TD Ameritrade
Clients
Retail and Institutional
Platforms
BridgeMomentum +more
Established Date
02-18-2016
Office Locations
7

Office Locations

430 E. Southern Ave. Tempe AZ
6721 Academy Rd. NE Suite B Albuquerque NM
-- Citrus Heights CA

About Cross State Financial Group LLC

Cross State Financial Group LLC (founded 2015) provides customized financial planning and portfolio strategies for individuals, trust company clients, small businesses, and nonprofits. Advisors collaborate across multiple U.S. locations, with strengths in tax planning, insurance, trust administration, and small business retirement plan options. Investment management emphasizes active asset allocation using ETFs and mutual funds, with fixed income as needed; custody includes Schwab.

Team overview

48 AVG AGE
$18.8M AVG AUM / ADVISOR
$462.7K AVG AUM / CLIENT
7.6 yrs AVG TENURE
10 Employees
10 Advisory Reps
7 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Bridge Element

Client Personas

Unison

Custodian

Ridge Optima Vertex

Investment Themes

Foundation timber Vector vector Ridge legacy Foundation

Investment Vehicles

Value Unison frontier

Services

Atlas Radial Catalyst Unison eagle Element wave Pathway eagle Element

Technology

Focus Delta Prime legacy Radial

Owner & Executives

S

STEVEN SCOTT IVERSEN

--

CRD
#820813
Ownership
50% but less than 75%
(635) 808-4123
harbor.legacy@northcapital.com
in linkedin.com/in/ember-catalyst
D

DANIELLE ELIZABETH MUTZ

Chief Compliance Officer, Managing Member

CRD
#4179319
Ownership
50% but less than 75%
(413) 773-3565
pathway.zenith@vectorcapital.com
in linkedin.com/in/wave-vital

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Contacts

K

KEVIN JAY AGUAS

--

CRD
#4573669
(759) 792-6148
horizon.vector@summitcapital.com
in linkedin.com/in/oak-bridge
M

MICHAEL ANTHONY BALL

President

CRD
#2500989
(832) 322-9086
prime.north@legacycapital.com
in linkedin.com/in/delta-pathway
F

Foundation north

Vector frontier vital

CRD
#18034
(470) 387-4940
element.capital@valuecapital.com
in linkedin.com/in/vector-value

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-26-2022
12-15-2023
11-07-2024
02-14-2025
04-24-2026
Category Assets AVG. Account size
Discretionary $188,304,908 $169,491
Non-Discretionary $0 --
Total $188,304,908 $169,491

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Separately Managed Accounts

Total SMA Asset: $188,304,908

$188.3M Total SMA
Public Funds:
11.9%
Equity - Exchange:
14.0%
Cash:
21.9%
Corporate - Investment Grade:
6.9%
Municipal Bonds:
31.1%
U.S. Government/Agency:
14.2%
Asset class Assets Assets %
Public Funds $911,528,048 11.9%
Equity - Exchange $1,072,385,939 14.0%
Cash $1,677,518,004 21.9%
Corporate - Investment Grade $528,533,070 6.9%
Municipal Bonds $2,382,228,764 31.1%
U.S. Government/Agency $1,087,705,738 14.2%
Total $7,659,899,563 100.0%

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