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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-01-2013
- Office Locations
- 1
Office Locations
About MCA Cross Border Advisors Inc.
MCA Cross Border Advisors is a Canada-U.S. cross-border tax and financial planning firm serving Canadians relocating to the U.S., Americans moving to Canada, and U.S. citizens living in Canada. Its multidisciplinary team (CFP Canada/US, CPA, CFA, and estate planning lawyers) delivers integrated cross-border financial plans to minimize tax and avoid residency pitfalls; custodies with Interactive Brokers.
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Owner & Executives
MATTHEW CHAD ALTRO
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #5781067
- Ownership
- 75% or more
XIA ZHENG
VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,097,135 | $450,683 |
| Non-Discretionary | $0 | -- |
| Total | $31,097,135 | $450,683 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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