Crossbeam Capital (CRD# 161211) is a financial advisory firm headquartered in Houston, TX. They manage $133,693,109 in 1 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management134MILLION
Total Number of Accounts1ACCOUNTS
Average Account Value$133,693,109
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)