Investment adviser · CRD 165251

DUNHILL FINANCIAL, LLC

Investment adviser filing (IA)

CROSS BORDER PLANNING, LLC

BRUSSELS, Belgium · Form ADV filed Jun 21, 2017

Regulatory AUM
$56.4M
Form ADV · Item 5.F
Client accounts
256
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
3
Investment advisory functions

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: Jun 21, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

AVENUE DES SAISONS, 110
BRUSSELS, 1050, Belgium

CRD 165251

Filing source

Form ADV 1123248 · Jun 21, 2017 · 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.