CROSSROADS FINANCIAL PLANNING, INC.
CRD #120898 SEC #801-63651 UPPER ARLINGTON, OH 614-459-1145
SEC Registered
Total AUM
$45.5M
Discretionary
$0
Employees
5
Clients
26
Accounts
204
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2007 | $45.5M | $0 | $45.5M | 5 | -- |
| Jan 2006 | $42M | $0 | $42M | 5 | -- |
| Sep 2005 | $33.3M | $0 | $33.3M | 5 | -- |
DateMar 2007
Total AUM$45.5M
Discretionary$0
Non-Disc.$45.5M
Employees5
Clients--
DateJan 2006
Total AUM$42M
Discretionary$0
Non-Disc.$42M
Employees5
Clients--
DateSep 2005
Total AUM$33.3M
Discretionary$0
Non-Disc.$33.3M
Employees5
Clients--