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Multi-Family OfficeRIA · CRD 150076SEC-Registered

Updated:

Crosswell Family Wealth Advisors

CROSSWELL FAMILY WEALTH ADVISORS is an SEC-registered investment adviser with $81 million in regulatory assets under management. The firm has 5 employees and...

Overview

CROSSWELL FAMILY WEALTH ADVISORS is an SEC-registered investment adviser with $81 million in regulatory assets under management. The firm has 5 employees and 2 investment advisers. It operates with a team of 7 professionals.

General information

Firm type

Multi Family Office

Year founded

2010

Location

Region

North America

Country

United States

City

Portland

Corporate office

Portland, OR, United States

Principals

John Crosswell

Founder and Managing Principal

Sector focus

Private CreditReal EstateHedge FundsSecondaries & Special Situations

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