# CROSS BORDER PLANNING PARTNERS, LLC

CROSS BORDER PLANNING PARTNERS, LLC of PHOENIX, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 153293
- Type: SEC-registered investment adviser
- SEC file number: 801-71407
- Location: 3336 NORTH 32ND STREET, SUITE 100, PHOENIX, AZ, 85018-6241
- Phone: 602-955-5007
- Latest filing: 2013-03-27
- Clients: 3

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| KEATS ROBERT FRANCIS | SHAREHOLDER | — |
| WALTERS DALE ALLEN | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER; OFFICER; SHAREHOLDER | — |
| ALTRO MATTHEW CHAD | PRESIDENT | — |
| ALTRO DAVID AARON | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/153293/brochure
- Similar advisers: https://search.stillhousedata.com/firm/153293/similar
- Related entities: https://search.stillhousedata.com/firm/153293/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/153293

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.