CROSS BORDER TAX & ACCOUNTING, LLC of PHOENIX, AZ is an SEC-registered investment adviser (CRD 110874). Regulatory assets under management: $11.5M.
| Name | Role | Location |
|---|---|---|
| KEATS ROBERT FRANCIS | BOARD MEMBER & PRESIDENT; PRESIDENT | — |
| WALTERS DALE ALLEN | CHIEF COMPLIANCE OFFICER; PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | — |