CROSS BORDER TAX & ACCOUNTING, LLC
CROSS BORDER TAX & ACCOUNTING, LLC of PHOENIX, AZ is an SEC-registered investment adviser (CRD 110874). Regulatory assets under management: $11.5M.
Registration
- CRD: 110874
- SEC file number: 801-67648
- Type: Registered investment adviser
- Location: 3336 NORTH 32ND STREET, SUITE 113, PHOENIX, AZ, 85018-6241
- Phone: 602.956.4661
- Latest filing: 2011-07-25
- Regulatory AUM: $11.5M
- Discretionary AUM: $11.4M
- Non-discretionary AUM: $131K
- Clients: 1
- Accounts: 63
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| KEATS ROBERT FRANCIS | BOARD MEMBER & PRESIDENT; PRESIDENT | — |
| WALTERS DALE ALLEN | CHIEF COMPLIANCE OFFICER; PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | — |
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