CROSS BORDER FINANCIAL PLANNING USA LLC of PHILADELPHIA, PA is an SEC-registered investment adviser (CRD 317154). Regulatory assets under management: $147.2M.
Compensation: % of AUM.
Clients served: High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Phillip Richard Owen Teague | OWNER; SHAREHOLDER/JOINT WITH SPOUSE HANNAH TEAGUE 23.75% EACH | — |
| Edward James Benjamin Cole | PARTNER | — |
| Robert Hardwicke | SHAREHOLDER/JOINT WITH SPOUSE RACHEL HARDWICKE 23.75% EACH | — |
| Jason Keith Iestyn Walker | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| MARINA DEL REY | CA | 1 | 267-946-1098 |
| MARINA DEL REY | CA | 1 | 267-946-1098 |