Crossplan Money Management
Crossplan Money Management (CRD# 129489) is a financial advisory firm headquartered in Seminole, FL. They manage $51,977,615 in 321 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management52MILLION
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Total Number of Accounts321ACCOUNTS
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Average Account Value$161,924
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Crossplan Money Management
1
John Palm (CRD# 1185127) is an Investment Advisor Representative working at Crossplan Money Management in Seminole, FL and has over 24 years of experience in the finance industry.
2
Allan Sansotta (CRD# 410631) is an Investment Advisor Representative working at Crossplan Money Management in Seminole, FL and has over 40 years of experience in the finance industry.
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