RIA Intelligence

CROSSWIND ADVISORY LLC

CRD #148042 SEC #801-69488 SAN DIEGO, CA 858-453-5100
SEC Registered
Total AUM
$10M
Discretionary
$10M
Employees
5
Clients
0
Accounts
15

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
NOVEMBER
Registration Date
--
Latest Filing
Feb 18, 2009
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
RICHMOND, RANDOLPH, GEORGEIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERE Control
RICHMOND, RANDOLPH, GEORGEIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERE Control
RICHMOND, RANDOLPH, GEORGEIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Feb 18, 2009 REGISTERED

Notice Filings (2)

CA NV

Address

3655 NOBEL DRIVE, SUITE 350
SAN DIEGO, CA 92122-1005
United States
Phone: 858-453-5100