CROSS STATE FINANCIAL GROUP LLC
CRD #282011 SEC #801-117843 ALBUQUERQUE, NM 800-621-6974
SEC Registered
Total AUM
$145.5M
Discretionary
$145.5M
Employees
9
Clients
0
Accounts
1,060
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $166.8M | $166.8M | $0 | 9 | 2 |
| Feb 2025 | $145.5M | $145.5M | $0 | 9 | 5 |
| Nov 2024 | $145.5M | $145.5M | $0 | 9 | 5 |
| Mar 2024 | $145.5M | $145.5M | $0 | 9 | 5 |
| Mar 2024 | $145.5M | $145.5M | $0 | 9 | 5 |
| Dec 2023 | $117.2M | $106.9M | $10.3M | 9 | 0 |
| Sep 2023 | $117.2M | $106.9M | $10.3M | 10 | 0 |
| Mar 2023 | $117.2M | $106.9M | $10.3M | 9 | 0 |
| Feb 2023 | $117.2M | $106.9M | $10.3M | 9 | 0 |
| Sep 2022 | $113.1M | $99.2M | $13.9M | 9 | 10 |
| Aug 2022 | $113.1M | $99.2M | $13.9M | 9 | 10 |
| Jul 2022 | $113.1M | $99.2M | $13.9M | 9 | 10 |
| Mar 2022 | $113.1M | $99.2M | $13.9M | 7 | 10 |
| Nov 2021 | $93.5M | $83.4M | $10.1M | 6 | 11 |
| Feb 2021 | $93.5M | $83.4M | $10.1M | 6 | 11 |
| Dec 2020 | $102.3M | $93M | $9.4M | 9 | 17 |
| Jun 2020 | $102.3M | $93M | $9.4M | 9 | 17 |
| May 2020 | $102.3M | $93M | $9.4M | 9 | 17 |
| Feb 2020 | $102.3M | $93M | $9.4M | 9 | 17 |
| Nov 2019 | $101.3M | $101.3M | $0 | 9 | 2 |
DateFeb 2025
Total AUM$166.8M
Discretionary$166.8M
Non-Disc.$0
Employees9
Clients2
DateFeb 2025
Total AUM$145.5M
Discretionary$145.5M
Non-Disc.$0
Employees9
Clients5
DateNov 2024
Total AUM$145.5M
Discretionary$145.5M
Non-Disc.$0
Employees9
Clients5
DateMar 2024
Total AUM$145.5M
Discretionary$145.5M
Non-Disc.$0
Employees9
Clients5
DateMar 2024
Total AUM$145.5M
Discretionary$145.5M
Non-Disc.$0
Employees9
Clients5
DateDec 2023
Total AUM$117.2M
Discretionary$106.9M
Non-Disc.$10.3M
Employees9
Clients0
DateSep 2023
Total AUM$117.2M
Discretionary$106.9M
Non-Disc.$10.3M
Employees10
Clients0
DateMar 2023
Total AUM$117.2M
Discretionary$106.9M
Non-Disc.$10.3M
Employees9
Clients0
DateFeb 2023
Total AUM$117.2M
Discretionary$106.9M
Non-Disc.$10.3M
Employees9
Clients0
DateSep 2022
Total AUM$113.1M
Discretionary$99.2M
Non-Disc.$13.9M
Employees9
Clients10
DateAug 2022
Total AUM$113.1M
Discretionary$99.2M
Non-Disc.$13.9M
Employees9
Clients10
DateJul 2022
Total AUM$113.1M
Discretionary$99.2M
Non-Disc.$13.9M
Employees9
Clients10
DateMar 2022
Total AUM$113.1M
Discretionary$99.2M
Non-Disc.$13.9M
Employees7
Clients10
DateNov 2021
Total AUM$93.5M
Discretionary$83.4M
Non-Disc.$10.1M
Employees6
Clients11
DateFeb 2021
Total AUM$93.5M
Discretionary$83.4M
Non-Disc.$10.1M
Employees6
Clients11
DateDec 2020
Total AUM$102.3M
Discretionary$93M
Non-Disc.$9.4M
Employees9
Clients17
DateJun 2020
Total AUM$102.3M
Discretionary$93M
Non-Disc.$9.4M
Employees9
Clients17
DateMay 2020
Total AUM$102.3M
Discretionary$93M
Non-Disc.$9.4M
Employees9
Clients17
DateFeb 2020
Total AUM$102.3M
Discretionary$93M
Non-Disc.$9.4M
Employees9
Clients17
DateNov 2019
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees9
Clients2