CROSS FINANCIAL SERVICES CORPORATION

CROSS FINANCIAL SERVICES CORPORATION of SAN ANTONIO, TX is an SEC-registered investment adviser (CRD 114152). Regulatory assets under management: $56.5M.

Registration

• CRD: 114152
• SEC file number: 801-67917
• Type: Registered investment adviser
• Location: 14607 SAN PEDRO, SUITE 190, SAN ANTONIO, TX, 78232
• Phone: 210-821-6499
• Latest filing: 2012-03-28
• Regulatory AUM: $56.5M
• Discretionary AUM: $52.1M
• Non-discretionary AUM: $4.4M
• Clients: 1
• Accounts: 115

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 114152 on SEC IAPD (source of record)
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