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CROSSMARK GLOBAL INVESTMENTS, INC.
CROSSMARK GLOBAL INVESTMENTS, INC.
HOUSTON, Texas
·
8 registered advisors
·
CRD# 113360
SEC# 801-17695
1
713-260-9000
01
Firm Overview
AUM
$7.0B
Regulatory assets under management
Employees
51
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at CROSSMARK GLOBAL INVESTMENTS, INC.
8 registered advisors
Arthur Garfield Smith
HOUSTON, Texas
CRD# 1304803
Charles Hastings Sylvester
HOUSTON, Texas
CRD# 4170678
David Neal Rentfrow
HOUSTON, Texas
CRD# 4005321
Edward Leonard Jaroski
HOUSTON, Texas
CRD# 843498
Heather Treigle Lindsey
HOUSTON, Texas
CRD# 2646043
James Allen Jacoby
HOUSTON, Texas
CRD# 2157539
John Rudolf Wolf
HOUSTON, Texas
CRD# 1691019
Kimberly Wallis Mclaney
HOUSTON, Texas
CRD# 4506050
05
Office Locations
HOUSTON, Texas
8 advisors
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Data sourced from SEC Form ADV filings. CROSSMARK GLOBAL INVESTMENTS, INC. (CRD# 113360) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.