Cross Border Financial Planning USA LLC
Cross Border Financial Planning USA LLC is an SEC-registered mass-market adviser in Philadelphia, PA with $147.2M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Cross Border Financial Planning USA LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317154, SEC 801-132483, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $147.2M (2026-03-13)
- Firm type
- Mass-Market Adviser
- Location
- Philadelphia, PA
- Employees
- 3
- Clients
- 166
- CRD
- 317154
- Ownership
- Teague, Phillip, Richard Owen; Cole, Edward, James Benjamin; Hardwicke, Robert; CROSS BORDER FINANCIAL PLANNING LTD; WALKER, JASON, KEITH IESTYN
How much AUM does Cross Border Financial Planning USA LLC have?
Cross Border Financial Planning USA LLC reported $147.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Cross Border Financial Planning USA LLC?
Disclosed owners and executives of Cross Border Financial Planning USA LLC include Teague, Phillip, Richard Owen, Cole, Edward, James Benjamin, Hardwicke, Robert, CROSS BORDER FINANCIAL PLANNING LTD, WALKER, JASON, KEITH IESTYN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.