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Craig Travis Cross

HALBERT HARGROVE GLOBAL ADVISORS, LLC·LONG BEACH, California
Unclaimed Profile
111 WEST OCEAN BOULEVARD, LONG BEACH, CA 90802-7908CRD# 872117Firm CRD# 105515
01

About

Craig Travis Cross is a registered financial advisor based in LONG BEACH, California, affiliated with HALBERT HARGROVE GLOBAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
HALBERT HARGROVE GLOBAL ADVISORS, LLC
HALBERT HARGROVE
AUM
$3.2B
Regulatory assets under management
Employees
49
Total firm employees
View all advisors at HALBERT HARGROVE GLOBAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 872117
Firm CRD# 105515
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Craig Travis Cross offer?
Craig Travis Cross specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LONG BEACH, California for a consultation.
What are Craig Travis Cross's credentials?
Craig Travis Cross is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig Travis Cross located?
Craig Travis Cross is based in LONG BEACH, California, working with HALBERT HARGROVE GLOBAL ADVISORS, LLC. Their office serves clients in the LONG BEACH metropolitan area and surrounding communities.
How does Craig Travis Cross charge for services?
Craig Travis Cross's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HALBERT HARGROVE GLOBAL ADVISORS, LLC?
HALBERT HARGROVE GLOBAL ADVISORS, LLC has approximately 49 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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