Key facts
- CROSS BORDER FINANCIAL PLANNING USA LLC is a other based in PHILADELPHIA, PA.
- CROSS BORDER FINANCIAL PLANNING USA LLC reports $90.5M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 317154- Regulatory AUM
- $90.5M
- Private fund assets
- —
- Private funds
- —
- Staff
- 3
- Registered office
- PHILADELPHIA, PA
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for CROSS BORDER FINANCIAL PLANNING USA LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is CROSS BORDER FINANCIAL PLANNING USA LLC's AUM?
- CROSS BORDER FINANCIAL PLANNING USA LLC manages approximately $90.5M in assets.