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| Happy Holidays!! thanks for using AUM13F!! |
| Cross Financial Advisors LLC
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|---|---|
| CRD # | 287686 |
| SEC # | 801-110589 |
| CIK # | |
| AUM | $418.9 M (2025-07-14) |
| Employees | 14 (100% Investors, 86% Brokers) |
| Phone | 503-430-0563 |
| Address | 16100 NW Cornell Road 240 Beaverton, OR 97006 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,416 | 168.3 |
| (b) Individuals (high net worth individuals) | 477 | 239.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 2.8 |
| (h) Charitable organizations | 10 | 1.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 6.9 |
| (n) Other | 0 | 0.0 |
| Total | 2,966 | 418.9 |
| By Discretionary | ||
| Discretionary | 2,966 | 418.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,966 | 418.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 418.9 | |
| Total | 2,966 | 418.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Aurdan Capital Management LLC
✚
|
PA | 0.4 |
|
MGB Wealth Management LLC
✚
|
TX | 0.4 |
|
Samalin Investment Counsel LLC
✚
|
NY | 0.4 |
|
Access Investment Management LLC
✚
|
GA | 0.4 |
|
Efficient Frontier Advisors LLC
✚
|
0.4 | |
|
McClarren Financial Advisors Inc
✚
|
PA | 0.4 |
|
Uncommon Cents Investing LLC
✚
|
WI | 0.4 |
|
ORG Wealth Partners LLC
✚
|
TX | 0.4 |
|
Global Kandor Advisors LLC
✚
|
FL | 0.4 |
|
The Main Street Group Ltd
✚
|
VA | 0.4 |