Home
›
Firms
›
CROSS FINANCIAL ADVISORS, LLC
CROSS FINANCIAL ADVISORS, LLC
CROSS FINANCIAL ADVISORS
BEAVERTON, Oregon
·
2 registered advisors
·
CRD# 287686
SEC# 801-110589
7
(503) 430-0563
01
Firm Overview
AUM
$346M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at CROSS FINANCIAL ADVISORS, LLC
2 registered advisors
Jay S. Torgerson
BEAVERTON, Oregon
CRD# 4275993
Mathew Dean Whiteaker
BEAVERTON, Oregon
CRD# 3260502
05
Office Locations
BEAVERTON, Oregon
2 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. CROSS FINANCIAL ADVISORS, LLC (CRD# 287686) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.