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| Keyboard |
| Cross Border Financial Planning USA LLC
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|---|---|
| CRD # | 317154 |
| SEC # | 801-132483 |
| CIK # | |
| AUM | 147.2 M (2026-03-13) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 267-946-1099 |
| Address | 2001 Market St Philadelphia, PA 19103 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 102 | 37.7 |
| (b) Individuals (high net worth individuals) | 63 | 108.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 407 | 147.2 |
| By Discretionary | ||
| Discretionary | 405 | 146.4 |
| Non-Discretionary | 2 | 0.8 |
| Total | 407 | 147.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 90.5 | |
| United States Persons | 56.8 | |
| Total | 407 | 147.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Plan2Thrive Financial LLC
✚
|
IA | 147.5 M |
|
Stembrook Asset Management LLC
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|
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|
Peachcap Tax & Advisory LLC
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GA | 147.5 M |
|
Blue Bear Financial LLC
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147.4 M | |
|
Chelsea Advisory Services Inc
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|
Horizon Wealth Investment Solutions LLC
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CO | 147.2 M |
|
Entelevest LLC
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|
FL | 147.0 M |
|
Orion Global Advisors US Inc
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|
147.0 M | |
|
Heritage Capital LLC
✚
|
CT | 146.9 M |
|
KOON Financial Planning & Consulting LLC
✚
|
IN | 146.9 M |