C
$23.1M Total AUM
$23.1M Disc. AUM
-- 3Y CAGR
1 Employees
41 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-15-2022
- Office Locations
- 1
Office Locations
-- Pleasant Garden NC
About Crossroads Financial Services INC
Crossroads Financial Services INC is a Pleasant Garden-based RIA. The firm has been operating for 3 years. Managing $23.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$23.1M AVG AUM / ADVISOR
$564.2K AVG AUM / CLIENT
3.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
RYAN WILLIAM FOSTER
Chief Compliance Officer, President, Vice President
- CRD
- #5414840
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,131,176 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,131,176 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Municipal Bonds:
Available U.S. Government/Agency:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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