CROSS BORDER WEALTH, LLC

CROSS BORDER WEALTH, LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 288330). Regulatory assets under management: $221.9M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Pensions.

Officers, owners & control persons (6)

NameRoleLocation
Andoni YturraldeMANAGING PARTNER
Fabrice MercierMANAGING PARTNER
Michelle Yvonne Libusada BasaCHIEF COMPLIANCE OFFICER, HR & OPERATIONS, AUDIT & FINANCE
YTURRALDE ANDONIMANAGING PARTNER; MANAGING PARTNER/CHIEF COMPLIANCE OFFICER
Mercier FabriceMANAGING PARTNER
Basa Michelle Yvonne LibusadaCHIEF COMPLIANCE OFFICER, HUMAN RESOURCES, INTERNAL AUDIT

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