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).

Current Firm Details
230 Park Avenue, 4th Floor West, New York, NY 10169
https://crossborder-wealth.com/
By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    345
    ACCOUNTS
  • Average Account Value
    $289,994
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, LA, MA, NC, NH, NJ, NY, PA, TX, VA

Financial Advisors at Cross Border Wealth, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Eric Glassbrenner, financial advisor New York NY
Eric J. Glassbrenner
CRD#: 4160645
230 Park Avenue, 4th Floor West, New York, NY 10169

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.

2
Fabrice Mercier, financial advisor New York NY
Fabrice Mercier
CRD#: 6640917
600 Third Avenue, 2nd Floor, New York, NY 10016

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.

3
Andoni Yturralde, financial advisor New York NY
Andoni Yturralde
CRD#: 3070270
230 Park Avenue, 4th Floor West, New York, NY 10169

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.

4
Karl Bruch, financial advisor New York NY
Karl Bruch
CRD#: 7667372
230 Park Avenue, 4th Floor West, New York, NY 10169

Karl Bruch (CRD# 7667372) 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.

5
Luke Papaelias, financial advisor New York NY
Luke A. Papaelias
CRD#: 7792118
230 Park Avenue, 4th Floor West, New York, NY 10169

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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