CROSS FINANCIAL SERVICES CORPORATION
CRD #114152 SEC #801-67917 SAN ANTONIO, TX 210-821-6499
SEC Registered
Total AUM
$56.5M
Discretionary
$52.1M
Employees
1
Clients
1
Accounts
115
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2012 | $56.5M | $52.1M | $4.4M | 1 | 26 |
| Jan 2012 | $51.9M | $51.9M | $0 | 1 | 26 |
| Jan 2012 | $51.9M | $51.9M | $0 | 1 | 26 |
| Mar 2011 | $51.9M | $51.9M | $0 | 5 | -- |
| May 2009 | $49.5M | $49.5M | $0 | 5 | -- |
| May 2009 | $49.5M | $49.5M | $0 | 5 | -- |
| Mar 2008 | $34.7M | $34.7M | $0 | 5 | -- |
| May 2007 | $36.4M | $36.4M | $0 | 5 | -- |
DateMar 2012
Total AUM$56.5M
Discretionary$52.1M
Non-Disc.$4.4M
Employees1
Clients26
DateJan 2012
Total AUM$51.9M
Discretionary$51.9M
Non-Disc.$0
Employees1
Clients26
DateJan 2012
Total AUM$51.9M
Discretionary$51.9M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$51.9M
Discretionary$51.9M
Non-Disc.$0
Employees5
Clients--
DateMay 2009
Total AUM$49.5M
Discretionary$49.5M
Non-Disc.$0
Employees5
Clients--
DateMay 2009
Total AUM$49.5M
Discretionary$49.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$34.7M
Discretionary$34.7M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$36.4M
Discretionary$36.4M
Non-Disc.$0
Employees5
Clients--