# CROSSROADS PLANNING

CROSSROADS PLANNING of ORANGE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 277127
- Type: SEC-registered investment adviser
- Location: 765 THE CITY DR. S, SUITE 390, ORANGE, CA, 92868
- Phone: (714) 890-0808
- Latest filing: 2026-04-27
- Regulatory AUM: $63.1M
- Discretionary AUM: $63.1M
- Clients: 4
- Accounts: 334

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/277127/brochure
- Similar advisers: https://search.stillhousedata.com/firm/277127/similar
- Related entities: https://search.stillhousedata.com/firm/277127/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/277127

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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.