Assets Under Management
$1.1B
Number of Clients
670
Number of Advisors
4
Average Client AUM
$1.7M
AUM per Advisor
$277.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Crossmark Wealth provides investment advice and discretionary investment management services based on individual client needs. They allocate client capital to other investment managers and their products, including affiliated and unaffiliated products. The majority of client assets are invested in proprietary products. They offer asset allocation and investment advice covering various securities.
15375 Memorial Drive, Suite 200, Houston, TX, 77079