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Crossmark Wealth Management LLC
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CRD # | 289004 |
SEC # | 801-110915 |
CIK # | |
AUM | |
Employees | 5 (40% Investors, 100% Brokers) |
Phone | 713-260-9000 |
Address | 15375 Memorial Drive Houston, TX 77079 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 419 | 201.6 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(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 | 114.5 |
(h) Charitable organizations | 139 | 604.2 |
(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 | 28 | 92.0 |
(n) Other | 0 | 0.0 |
Total | 603 | 1,012.2 |
By Discretionary | ||
Discretionary | 603 | 1,012.2 |
Non-Discretionary | 0 | 0.0 |
Total | 603 | 1,012.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.1 | |
United States Persons | 1,012.1 | |
Total | 603 | 1,012.2 |
Related Firms | State | AUM ($BB) |
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Crossmark Global Investments Inc
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TX | 0.0 |
Crossmark Wealth Management LLC
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TX | 0.0 |