CROSS STATE FINANCIAL GROUP LLC of ALBUQUERQUE, NM is an SEC-registered investment adviser (CRD 282011). Regulatory assets under management: $188.3M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Steven Scott Iversen | MEMBER | — |
| Danielle Elizabeth Mutz | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| IVERSEN STEVEN SCOTT | MEMBER | — |
| MUTZ DANIELLE ELIZABETH | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |