Assets Under Management
$7.0B
Number of Clients
6,209
Number of Advisors
20
Average Client AUM
$1.1M
AUM per Advisor
$349.9M
Compensation
Fee-Only (AUM)
Crossmark is a faith-based boutique investment management firm providing investment strategies to institutional investors, financial advisors, and their clients. They offer model-driven investment advice and discretionary investment management services, primarily through managed account platforms and separately managed accounts. Crossmark also advises the Crossmark ETFs and Steward Funds.
15375 Memorial Drive, Suite 200, Houston, TX, 77079