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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 2, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CROSS BORDER FINANCIAL PLANNING LTD | FE | LIMITED COMPANY | C | Control |
| CROSS BORDER FINANCIAL PLANNING LTD | FE | LIMITED COMPANY | C | Control |
| CROSS BORDER FINANCIAL PLANNING LTD | FE | LIMITED COMPANY | C | Control |
| Teague, Phillip, Richard Owen | I | OWNER | C | Control |
| Teague, Phillip, Richard Owen | I | OWNER | C | Control |
| Teague, Phillip, Richard Owen | I | OWNER | C | Control |
| WALKER, JASON, KEITH IESTYN | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | C | Control |
| WALKER, JASON, KEITH IESTYN | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | C | Control |
| WALKER, JASON, KEITH IESTYN | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | C | Control |
| Cole, Edward, James Benjamin | I | PARTNER | B | Control |
| Cole, Edward, James Benjamin | I | PARTNER | B | Control |
| Cole, Edward, James Benjamin | I | PARTNER | B | Control |
Registrations
Federal
IA
Dec 2, 2025 REGISTERED
Notice Filings (5)
CA MA NY PA TX
Address
2001 MARKET ST.SUITE 2500
PHILADELPHIA, PA 19103
United States
Phone: 267-946-1099