Investment adviser · CRD 317154
CROSS BORDER FINANCIAL PLANNING USA LLC
Investment adviser filing (IA)
PHILADELPHIA, PA, United States · Form ADV filed Sep 14, 2026
- Regulatory AUM
- $147M Form ADV · Item 5.F
- Client accounts
- 407 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 63 | $108,302,627 | 73.6% |
| Individuals | 102 | $37,685,894 | 25.6% |
| Corporations & businesses | Fewer than 5 | $1,239,980 | 0.8% |
Filing source
Form ADV 2132440 · Sep 14, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 14, 2026. View historical filings
Reported services
Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
2001 MARKET ST., SUITE 2500PHILADELPHIA, PA, 19103, United States
CRD 317154
Filing source
Form ADV 2132440 · Sep 14, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.