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Cross State Financial Group
CROSS STATE FINANCIAL GROUP LLC is an SEC-registered investment adviser in ALBUQUERQUE, NM, registered since 2020.
Cross State Financial Group
CROSS STATE FINANCIAL GROUP LLC is an SEC-registered investment adviser in ALBUQUERQUE, NM, registered since 2020. The firm manages approximately $188 million in regulatory assets. It has 10 employees and 10 investment advisers.
General information
Firm type
null
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
null
City
—
Corporate office
null
Frequently asked questions
What is Cross State Financial Group's AUM?
Cross State Financial Group LLC does not publicly disclose its assets under management. No credible estimate is available from third-party sources.
Who leads investment decisions at Cross State Financial Group?
The firm has not publicly named any executives, CIO, or investment committee members. Public records show no identifiable leadership.
What services does Cross State Financial Group offer?
As a registered investment advisor, the firm likely provides wealth management and investment advisory services. However, specific offerings are not documented in open sources.
Is Cross State Financial Group a family office?
The firm's classification is unclear. It is registered as an RIA, but no evidence confirms a family-office structure or any single-family mandate.
Where is Cross State Financial Group headquartered?
The firm's city and state are not publicly listed. Its RIA registration does not specify a physical address in accessible databases.
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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