Assets Under Management
$166.8M
Number of Clients
432
Number of Advisors
9
Average Client AUM
$386K
AUM per Advisor
$18.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Cross State Financial Group provides financial planning services to evaluate clients' financial situations, goals, and risk tolerance. They also manage individualized portfolios based on client objectives and risk parameters, using model portfolios or customized strategies. They also recommend and monitor third-party investment advisors.
6721 Academy Rd. Ne, Suite B, Albuquerque, NM, 87109