CROSS BORDER FINANCIAL PLANNING USA LLC
CRD #317154 SEC #801-132483 PHILADELPHIA, PA 267-946-1099
SEC Registered
Total AUM
$114.7M
Discretionary
$113.9M
Employees
3
Clients
--
Accounts
319
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $114.7M | $113.9M | $733.2K | 3 | 0 |
| May 2025 | $114.7M | $113.9M | $733.2K | 3 | 0 |
| Mar 2025 | $114.7M | $113.9M | $733.2K | 3 | 0 |
DateDec 2025
Total AUM$114.7M
Discretionary$113.9M
Non-Disc.$733.2K
Employees3
Clients0
DateMay 2025
Total AUM$114.7M
Discretionary$113.9M
Non-Disc.$733.2K
Employees3
Clients0
DateMar 2025
Total AUM$114.7M
Discretionary$113.9M
Non-Disc.$733.2K
Employees3
Clients0