Crossplan Money Management
Crossplan Money Management is an SEC-registered ria with $36.0M assets under management (AUM, regulatory AUM), -12% over one year. See who owns Crossplan Money Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 129489, data through 2012-06-28.
- AUM (assets under management / regulatory AUM)
- $36.0M (2012-06-28)
- Firm type
- Ria
- Employees
- 355
- CRD
- 129489
- Ownership
- PALM, PAUL, GORDON; PALM, JOHN, RANDOLPH; PALM, DAVID, KENDALL; JOY, MARY, IDONA
How much AUM does Crossplan Money Management have?
Crossplan Money Management reported $36.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2012-06-28).
Who owns Crossplan Money Management?
Disclosed owners and executives of Crossplan Money Management include PALM, PAUL, GORDON, PALM, JOHN, RANDOLPH, PALM, DAVID, KENDALL, JOY, MARY, IDONA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.