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| Happy Holidays!! thanks for using AUM13F!! |
| Cross State Financial Group LLC
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| CRD # | 282011 |
| SEC # | 801-117843 |
| CIK # | |
| AUM | $166.8 M (2025-02-14) |
| Employees | 9 (100% Investors, 0% Brokers) |
| Phone | 800-621-6974 |
| Address | 6721 Academy Rd NE Albuquerque, NM 87109 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 369 | 92.8 |
| (b) Individuals (high net worth individuals) | 38 | 53.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 7.2 |
| (h) Charitable organizations | 8 | 13.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,028 | 166.8 |
| By Discretionary | ||
| Discretionary | 1,028 | 166.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,028 | 166.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 166.6 | |
| Total | 1,028 | 166.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ridge Capital Management LLC
✚
|
GA | 0.2 |
|
Lind Capital Partners LLC
✚
|
IL | 0.2 |
|
Financial Architects LLC
✚
|
GA | 0.2 |
|
Affinity Wealth LLC
✚
|
OH | 0.2 |
|
HBA Advisors LLC
✚
|
CA | 0.2 |
|
Tempered Investment Management Ltd
✚
|
0.2 | |
|
Broadway Advisor Group LLC
✚
|
NY | 0.2 |
|
Martin Capital Advisors LLP
✚
|
TX | 0.2 |
|
Wesbanco Securities Inc
✚
|
OH | 0.2 |
|
Schrum Private Wealth Management LLC
✚
|
FL | 0.2 |