Cross Border Wealth, LLC
Cross Border Wealth, LLC (CRD# 288330) is a financial advisory firm headquartered in New York, NY. They manage $100,048,068 in 345 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management100MILLION
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Total Number of Accounts345ACCOUNTS
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Average Account Value$289,994
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CO, CT, FL, LA, MA, NC, NH, NJ, NY, PA, TX, VA
Eric Glassbrenner (CRD# 4160645) is an Investment Advisor Representative working at Cross Border Wealth, LLC in New York, NY and has over 23 years of experience in the finance industry.
Fabrice Mercier (CRD# 6640917) is an Investment Advisor Representative working at Cross Border Wealth, LLC in New York, NY and has over 9 years of experience in the finance industry.
Andoni Yturralde (CRD# 3070270) is an Investment Advisor Representative working at Cross Border Wealth, LLC in New York, NY and has over 25 years of experience in the finance industry.
Luke Papaelias (CRD# 7792118) is an Investment Advisor Representative working at Cross Border Wealth, LLC in New York, NY and has 1 year of experience in the finance industry.