CROSS FINANCIAL ADVISORS, LLC of PORTLAND, OR is an SEC-registered investment adviser (CRD 287686). Regulatory assets under management: $481.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Mathew Dean Whiteaker | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER; OWNER | — |
| Jay S Torgerson | ALTERNATIVE REGULATORY CONTACT; MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT; OWNER | — |
| WHITEAKER MATHEW DEAN | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| TORGERSON JAY S | MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT | — |
| Jay S. Torgerson | ALTERNATIVE REGULATORY CONTACT; MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT; OWNER | — |