CRD: 281511
Washington Crossing Advisors LLC
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- Custodian
- Broadridge ยท Stifel
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-04-2017
- Office Locations
- 2
Office Locations
About Washington Crossing Advisors LLC
Washington Crossing Advisors is a New Jersey-based investment manager serving retail and institutional clients. The firm runs quality-focused equity portfolios targeting growing, profitable, well-capitalized companies at reasonable prices, offers active and passive asset-allocation portfolios aligned to risk tolerance, and manages a laddered fixed-income strategy built from 30 investment-grade corporate bonds spanning 10-year maturities. Works with platforms including Broadridge and Stifel.
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Owner & Executives
KEVIN RAYMOND CARON
Co-Chief Investment Officer
- CRD
- #2263747
- Ownership
- Less than 5%
CHAD ASHLEY MORGANLANDER
Co-Chief Investment Officer
- CRD
- #2363211
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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MATTHEW BATTIPAGLIA
--
- CRD
- #5407924
Steven Jay Lerit
--
- CRD
- #6066704
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,028,694,766 | $622,872 |
| Non-Discretionary | $0 | -- |
| Total | $2,028,694,766 | $622,872 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q4 2024
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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