Investment adviser · CRD 114152

CROSS FINANCIAL SERVICES CORPORATION

Investment adviser filing (IA)

SAN ANTONIO, TX, United States · Form ADV filed Mar 28, 2012

Regulatory AUM
$56.5M
Form ADV · Item 5.F
Client accounts
115
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The 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: Mar 28, 2012. View historical filings

Reported services

Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

14607 SAN PEDRO, SUITE 190
SAN ANTONIO, TX, 78232, United States

CRD 114152

Filing source

Form ADV 633343 · Mar 28, 2012 · 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.