CROSSROADS PLANNING

CROSSROADS PLANNING of ORANGE, CA is an SEC-registered investment adviser (CRD 277127). Regulatory assets under management: $63.1M.

Registration

• CRD: 277127
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 277127 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search