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CROSS BORDER FINANCIAL PLANNING USA LLC
Supporting globally mobile clients towards financial success | Cross Border Financial Planning USA LLC (CBFP USA) specializes in providing wealth...
CROSS BORDER FINANCIAL PLANNING USA LLC
Supporting globally mobile clients towards financial success | Cross Border Financial Planning USA LLC (CBFP USA) specializes in providing wealth management and financial planning to globally mobile individuals with US assets, including overseas Americans and foreign nationals in the United States.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
United States
Sector focus
Frequently asked questions
What services does CROSS BORDER FINANCIAL PLANNING USA LLC offer?
The firm provides financial planning services focused on cross-border wealth management, including investment advisory, tax planning, and estate planning for clients with US and international ties. It is registered as an RIA (per SEC records).
Who runs investment decisions at CROSS BORDER FINANCIAL PLANNING USA LLC?
No named principals or investment decision-makers are publicly disclosed. The firm's ownership and management structure are not available from public sources.
What is the firm's AUM?
CROSS BORDER FINANCIAL PLANNING USA LLC does not publicly disclose its AUM. No regulatory filings or other sources indicate a figure.
How does the firm source clients or deals?
As a cross-border planning specialist, the firm likely attracts clients through referrals from international tax professionals, lawyers, or expat communities. No proprietary deal flow or investment sourcing model is publicly described.
Is CROSS BORDER FINANCIAL PLANNING USA LLC a single-family office?
No public information supports classification as a family office. The firm appears to operate as an RIA serving multiple clients, not a single family.
What geographic focus does the firm have?
The firm's name and likely practice focus on cross-border financial planning between the US and other countries. Specific regions are not disclosed.
Does the firm have any recent news or activity?
No verifiable recent operational events, hires, or regulatory changes have been reported in the last 24 months.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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