Overview
Assets Under Management: $7.0 billion
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 37
Average Client Assets: $11 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 5.96
Average High-Net-Worth Client Assets: $11 million
Total Client Accounts: 6,198
Discretionary Accounts: 4,799
Non-Discretionary Accounts: 1,399
Regulatory Filings
CRD Number: 113360
Last Filing Date: 2024-06-28 00:00:00
Website: https://www.crossmarkglobal.com