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CROSS BORDER PLANNING PARTNERS, LLC
CROSS BORDER PLANNING PARTNERS, LLC
PHOENIX, Arizona
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1 registered advisor
·
CRD# 153293
SEC# 801-71407
602-955-5007
01
Firm Overview
AUM
—
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CROSS BORDER PLANNING PARTNERS, LLC
1 registered advisor
Matthew Chad Altro
PHOENIX, Arizona
CRD# 5781067
05
Office Locations
PHOENIX, Arizona
1 advisor
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Data sourced from SEC Form ADV filings. CROSS BORDER PLANNING PARTNERS, LLC (CRD# 153293) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.