CROSSROADS FINANCIAL SERVICES INC

CROSSROADS FINANCIAL SERVICES INC is an SEC-registered investment adviser (CRD 323162). Regulatory assets under management: $23.1M.

Registration

• CRD: 323162
• Type: Registered investment adviser
• Phone: 3366014222
• Latest filing: 2026-02-16
• Regulatory AUM: $23.1M
• Discretionary AUM: $23.1M
• Clients: 1
• Accounts: 126

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 323162 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search