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CROSS SOUND MANAGEMENT LLC
CROSS SOUND MANAGEMENT LLC
WILTON, Connecticut
·
6 registered advisors
·
CRD# 284343
SEC# 802-121073
0
203-529-1680
01
Firm Overview
AUM
$135M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at CROSS SOUND MANAGEMENT LLC
6 registered advisors
Arif Yakub Gangat
WILTON, Connecticut
CRD# 2281847
David Andrew Stein
WILTON, Connecticut
CRD# 6623610
David Matthew Dunn
WILTON, Connecticut
CRD# 6672036
Helen Lovely Francis
WILTON, Connecticut
CRD# 6672037
Mark David Lesson
WILTON, Connecticut
CRD# 7521677
Thomas Jules Schulz
WILTON, Connecticut
CRD# 6675298
05
Office Locations
WILTON, Connecticut
6 advisors
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Data sourced from SEC Form ADV filings. CROSS SOUND MANAGEMENT LLC (CRD# 284343) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.