Unclaimed Profile

Brennan Gale Cross

ACT WEALTH MANAGEMENT, LLC·ALLEN, Texas

Clean recordACT WEALTH MANAGEMENT, LLC

ONE BETHANY EAST, ALLEN, TX 75013CRD# 2634716Firm CRD# 155131

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brennan Gale Cross · ALLEN, TX

Registration

CRD #2634716 · ACT WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brennan Gale Cross is a registered financial advisor based in ALLEN, Texas, affiliated with ACT WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

ACT WEALTH MANAGEMENT, LLC

AUM

$395M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ACT WEALTH MANAGEMENT, LLC →

Services

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2634716

Firm CRD# 155131

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brennan Gale Cross offer?

Brennan Gale Cross specializes in Investment Management, Fee-Only Advisory. Contact their office in ALLEN, Texas for a consultation.

What are Brennan Gale Cross's credentials?

Brennan Gale Cross is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brennan Gale Cross located?

Brennan Gale Cross is based in ALLEN, Texas, working with ACT WEALTH MANAGEMENT, LLC. Their office serves clients in the ALLEN metropolitan area and surrounding communities.

How does Brennan Gale Cross charge for services?

Brennan Gale Cross's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ACT WEALTH MANAGEMENT, LLC?

ACT WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $395M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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