CROSSROADS FINANCIAL MANAGEMENT, INC.
CRD #115435 SEC #801-66390 KANSAS CITY, MO 913-451-8370
SEC Registered
Total AUM
$52.4M
Discretionary
$52.4M
Employees
3
Clients
1
Accounts
158
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2019 | $52.4M | $52.4M | $0 | 3 | 0 |
| Apr 2019 | $52.4M | $52.4M | $0 | 3 | 0 |
| Mar 2019 | $52.4M | $52.4M | $0 | 2 | 0 |
| Feb 2019 | $125.2M | $125.2M | $0 | 2 | 0 |
| Jan 2019 | $125.2M | $125.2M | $0 | 2 | 0 |
| Jan 2019 | $125.2M | $125.2M | $0 | 2 | 0 |
| Dec 2018 | $130.7M | $130.7M | $0 | 1 | 0 |
| Dec 2018 | $130.7M | $130.7M | $0 | 2 | 0 |
| Dec 2018 | $130.7M | $130.7M | $0 | 2 | 0 |
| Sep 2018 | $130.7M | $130.7M | $0 | 2 | 0 |
| Feb 2018 | $130.7M | $130.7M | $0 | 1 | 0 |
| Aug 2017 | $150M | $150M | $0 | 1 | 121 |
| Mar 2017 | $150M | $150M | $0 | 1 | 121 |
| Mar 2017 | $150M | $150M | $0 | 2 | 121 |
| Dec 2016 | $120.8M | $0 | $120.8M | 2 | 148 |
| Dec 2016 | $120.8M | $0 | $120.8M | 2 | 148 |
| Nov 2016 | $120.8M | $0 | $120.8M | 2 | 148 |
| Aug 2016 | $120.8M | $0 | $120.8M | 2 | 148 |
| Aug 2016 | $120.8M | $0 | $120.8M | 2 | 148 |
| Mar 2016 | $120.8M | $0 | $120.8M | 2 | 148 |
| Mar 2015 | $120M | $89M | $31M | 2 | 200 |
| Dec 2014 | $163.8M | $163.8M | $0 | 2 | 100 |
| Mar 2014 | $163.8M | $163.8M | $0 | 2 | 100 |
| Nov 2013 | $150.5M | $0 | $150.5M | 2 | 26 |
| Mar 2013 | $96.9M | $0 | $96.9M | 5 | 26 |
| Apr 2012 | $125M | $0 | $125M | 1 | 26 |
| Feb 2012 | $125M | $0 | $125M | 1 | 26 |
| Jul 2011 | $125M | $0 | $125M | 5 | -- |
| Dec 2006 | $25M | $0 | $25M | 5 | -- |
| Mar 2006 | $25M | $0 | $25M | 5 | -- |
| Mar 2006 | $25M | $0 | $25M | 5 | -- |
DateApr 2019
Total AUM$52.4M
Discretionary$52.4M
Non-Disc.$0
Employees3
Clients0
DateApr 2019
Total AUM$52.4M
Discretionary$52.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$52.4M
Discretionary$52.4M
Non-Disc.$0
Employees2
Clients0
DateFeb 2019
Total AUM$125.2M
Discretionary$125.2M
Non-Disc.$0
Employees2
Clients0
DateJan 2019
Total AUM$125.2M
Discretionary$125.2M
Non-Disc.$0
Employees2
Clients0
DateJan 2019
Total AUM$125.2M
Discretionary$125.2M
Non-Disc.$0
Employees2
Clients0
DateDec 2018
Total AUM$130.7M
Discretionary$130.7M
Non-Disc.$0
Employees1
Clients0
DateDec 2018
Total AUM$130.7M
Discretionary$130.7M
Non-Disc.$0
Employees2
Clients0
DateDec 2018
Total AUM$130.7M
Discretionary$130.7M
Non-Disc.$0
Employees2
Clients0
DateSep 2018
Total AUM$130.7M
Discretionary$130.7M
Non-Disc.$0
Employees2
Clients0
DateFeb 2018
Total AUM$130.7M
Discretionary$130.7M
Non-Disc.$0
Employees1
Clients0
DateAug 2017
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees1
Clients121
DateMar 2017
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees1
Clients121
DateMar 2017
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees2
Clients121
DateDec 2016
Total AUM$120.8M
Discretionary$0
Non-Disc.$120.8M
Employees2
Clients148
DateDec 2016
Total AUM$120.8M
Discretionary$0
Non-Disc.$120.8M
Employees2
Clients148
DateNov 2016
Total AUM$120.8M
Discretionary$0
Non-Disc.$120.8M
Employees2
Clients148
DateAug 2016
Total AUM$120.8M
Discretionary$0
Non-Disc.$120.8M
Employees2
Clients148
DateAug 2016
Total AUM$120.8M
Discretionary$0
Non-Disc.$120.8M
Employees2
Clients148
DateMar 2016
Total AUM$120.8M
Discretionary$0
Non-Disc.$120.8M
Employees2
Clients148
DateMar 2015
Total AUM$120M
Discretionary$89M
Non-Disc.$31M
Employees2
Clients200
DateDec 2014
Total AUM$163.8M
Discretionary$163.8M
Non-Disc.$0
Employees2
Clients100
DateMar 2014
Total AUM$163.8M
Discretionary$163.8M
Non-Disc.$0
Employees2
Clients100
DateNov 2013
Total AUM$150.5M
Discretionary$0
Non-Disc.$150.5M
Employees2
Clients26
DateMar 2013
Total AUM$96.9M
Discretionary$0
Non-Disc.$96.9M
Employees5
Clients26
DateApr 2012
Total AUM$125M
Discretionary$0
Non-Disc.$125M
Employees1
Clients26
DateFeb 2012
Total AUM$125M
Discretionary$0
Non-Disc.$125M
Employees1
Clients26
DateJul 2011
Total AUM$125M
Discretionary$0
Non-Disc.$125M
Employees5
Clients--
DateDec 2006
Total AUM$25M
Discretionary$0
Non-Disc.$25M
Employees5
Clients--
DateMar 2006
Total AUM$25M
Discretionary$0
Non-Disc.$25M
Employees5
Clients--
DateMar 2006
Total AUM$25M
Discretionary$0
Non-Disc.$25M
Employees5
Clients--