Cross State Financial Group LLC
Cross State Financial Group LLC is an SEC-registered mass-market adviser in Albuquerque, NM with $188.3M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Cross State Financial Group LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 282011, SEC 801-117843, data through 2026-04-24.
- AUM (assets under management / regulatory AUM)
- $188.3M (2026-04-24)
- Firm type
- Mass-Market Adviser
- Location
- Albuquerque, NM
- Employees
- 10
- Clients
- 406
- CRD
- 282011
- Ownership
- IVERSEN, STEVEN, SCOTT; MUTZ, DANIELLE, ELIZABETH
How much AUM does Cross State Financial Group LLC have?
Cross State Financial Group LLC reported $188.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-24).
Who owns Cross State Financial Group LLC?
Disclosed owners and executives of Cross State Financial Group LLC include IVERSEN, STEVEN, SCOTT, MUTZ, DANIELLE, ELIZABETH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.