CROSSOVER CAPITAL BRANDS LLC

CROSSOVER CAPITAL

YARDLEY, Pennsylvania·2 registered advisors·CRD# 326625

SEC# 801-1280130215-396-5580

01

Firm Overview

AUM

$122M

Regulatory assets under management

Employees

2

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Other: FINANCIAL PLANNING AND CONSULTING

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at CROSSOVER CAPITAL BRANDS LLC

2 registered advisors

Alexander M. Pron

YARDLEY, Pennsylvania

Nicholas Stathes

BERWYN, Pennsylvania

05

Office Locations

BERWYN, Pennsylvania

YARDLEY, Pennsylvania

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Data sourced from SEC Form ADV filings. CROSSOVER CAPITAL BRANDS LLC (CRD# 326625) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.