CROSSWATER INVESTMENT ADVISORS, INC.
Legal name: CROSSWATER
CRD #127890 SEC #801-62365 BELLEVUE, WA 425-451-1382
SEC Registered
Total AUM
$92M
Discretionary
$50.4M
Employees
5
Clients
0
Accounts
27
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 31, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ELLEGARD, JAYNE, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ELLEGARD, JAYNE, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ELLEGARD, JAYNE, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MIODUSZEWSKI, GILINDA, JAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MIODUSZEWSKI, GILINDA, JAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MIODUSZEWSKI, GILINDA, JAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MIODUSZEWSKI, GILINDA, JAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MIODUSZEWSKI, GILINDA, JAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SALLSTROM, BRENDA, BOULEY | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| SALLSTROM, BRENDA, BOULEY | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| SALLSTROM, BRENDA, BOULEY | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| SALLSTROM, BRENDA, BOULEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SALLSTROM, BRENDA, BOULEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SALLSTROM, BRENDA, BOULEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SALLSTROM, BRENDA, BOULEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CROSSWATER FINANCIAL CORPORATION | DE | OWNER | E | Control |
| CROSSWATER FINANCIAL CORPORATION | DE | OWNER | E | Control |
| CROSSWATER FINANCIAL CORPORATION | DE | OWNER | E | Control |
| CROSSWATER FINANCIAL CORPORATION | DE | OWNER | E | Control |
| CROSSWATER FINANCIAL CORPORATION | DE | OWNER | E | Control |
| CROSSWATER FINANCIAL CORPORATION | DE | OWNER | E | Control |
| CROSSWATER FINANCIAL CORPORATION | DE | OWNER | E | Control |
| CROSSWATER FINANCIAL CORPORATION | DE | OWNER | E | Control |
| CROSSWATER FINANCIAL CORPORATION | DE | OWNER | E | Control |
| CROSSWATER FINANCIAL CORPORATION | DE | OWNER | E | Control |
| CROSSWATER FINANCIAL CORPORATION | DE | OWNER | E | Control |
| CROSSWATER FINANCIAL CORPORATION | DE | OWNER | E | Control |
| RICHARD, CHRISTOPHER, JOHN | I | CHAIRMAN OF THE BOARD | D | Control |
| RICHARD, CHRISTOPHER, JOHN | I | CHAIRMAN OF THE BOARD | D | Control |
| RICHARD, CHRISTOPHER, JOHN | I | CHAIRMAN OF THE BOARD | D | Control |
| RICHARD, CHRISTOPHER, JOHN | I | CHAIRMAN OF THE BOARD | D | Control |
| RICHARD, CHRISTOPHER, JOHN | I | CHAIRMAN OF THE BOARD | D | Control |
| RINGGER, MICHAEL, GEORGE | I | CHIEF FINANCIAL OFFICER & CHIEF OPERATING OFFICER | A | Control |
| RINGGER, MICHAEL, GEORGE | I | PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF EXECUTIVE OFFICER & CHIEF FINANCIAL OFFICER | A | Control |
| RINGGER, MICHAEL, GEORGE | I | PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF EXECUTIVE OFFICER & CHIEF FINANCIAL OFFICER | A | Control |
| RINGGER, MICHAEL, GEORGE | I | PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF EXECUTIVE OFFICER & CHIEF FINANCIAL OFFICER | A | Control |
| RINGGER, MICHAEL, GEORGE | I | PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF EXECUTIVE OFFICER & CHIEF FINANCIAL OFFICER | A | Control |
| RINGGER, MICHAEL, GEORGE | I | PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF EXECUTIVE OFFICER & CHIEF FINANCIAL OFFICER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| RCM VENTURES, LLC | DE | CROSSWATER FINANCIAL CORPORATION | C | Control |
| RCM VENTURES, LLC | DE | CROSSWATER FINANCIAL CORPORATION | C | Control |
| RCM VENTURES, LLC | DE | CROSSWATER FINANCIAL CORPORATION | C | Control |
| RCM VENTURES, LLC | DE | CROSSWATER FINANCIAL CORPORATION | C | Control |
| RCM VENTURES, LLC | DE | CROSSWATER FINANCIAL CORPORATION | C | Control |
Registrations
Federal
IA
Jan 31, 2007 REGISTERED
Notice Filings (20)
AZ CA CO FL HI IA ID IL KS MN MO MT ND NV NY OH OR TX WA WI
Address
845 106TH AVENUE NESUITE 103
BELLEVUE, WA 98004
USA
Phone: 425-451-1382