CRD: 123428
Crosswalk Investment Advisory, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-03-1999
- Office Locations
- 1
Office Locations
About Crosswalk Investment Advisory, Inc.
Crosswalk Investment Advisory is an independent, fee-only RIA providing personalized financial planning and investment management for individuals and small businesses, with guidance through life transitions. Based in Lancaster County, PA, the firm has been registered with the Pennsylvania Securities Commission since 1999. Portfolios commonly employ public funds and ETFs alongside cash and investment-grade corporate and U.S. government/agency bonds.
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LEE ERIC KERR
President
- CRD
- #1789414
- Ownership
- 75% or more
EDWARD JURIS PLAKANS
Corporate Secretary, Owner
- CRD
- #2488119
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,855,249 | -- |
| Non-Discretionary | $0 | -- |
| Total | $63,855,249 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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