CROSS FINANCIAL SERVICES
CROSS FINANCIAL SERVICES of FRANKLIN, IN is an SEC-registered investment adviser (CRD 166248). Regulatory assets under management: $46.0M.
Registration
- CRD: 166248
- SEC file number: 801-77412
- Type: Registered investment adviser
- Location: 460 N. MORTON ST., SUITE C, FRANKLIN, IN, 46131
- Phone: 317-560-4045
- Latest filing: 2013-04-01
- Regulatory AUM: $46.0M
- Discretionary AUM: $4K
- Non-discretionary AUM: $46.0M
- Clients: 2
- Accounts: 2
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| JOYCE JEFFERY DAVID | CCO; PRESIDENT, CCO, OWNER, SINGLE MEMBER OF LLC, MANAGING MEMBER OF LLC | — |
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