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Cross Border Financial Planning USA LLC

% of assets managed in Philadelphia, PA

SEC registeredNo commissions reported

Call (267) 946-1099Send a messageMap ↗

Public-record details

Address
2001 Market St., Suite 2500, Philadelphia, PA 19103
Phone
(267) 946-1099
Listed under
% of assets managed
CRD number
317154
Registration
SEC registered since 2025-04-21
Compensation (Form ADV 5.E)
Percentage of assets under management
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses; Selection of other advisers
Regulatory assets under management
$147.2 million
Accounts managed
407
Clients reported (Form ADV 5.D)
166
Individual / high-net-worth clients
102 / 63
Employees
3
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-09-14

SEC registered investment adviser, CRD 317154, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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