Crossgrain Family Investments, LLC

Crossgrain Family Investments, LLC (CRD# 318373) is a financial advisory firm headquartered in , . They manage $143,117,637 in 217 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.linkedin.com/company/crossgrainfi/
By the Numbers
  • Total Assets Under Management
    143
    MILLION
  • Total Number of Accounts
    217
    ACCOUNTS
  • Average Account Value
    $659,528
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX, VA

Financial Advisors at Crossgrain Family Investments, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey Mussatt, financial advisor Henrico VA
Jeffrey G. Mussatt
CRD#: 4341690
Henrico, VA

Jeffrey Mussatt (CRD# 4341690) is an Investment Advisor Representative working at Crossgrain Family Investments, LLC in Henrico, VA and has over 23 years of experience in the finance industry.

2
William Pusey, financial advisor Henrico VA
William A. Pusey
CRD#: 4700336
Henrico, VA

William Pusey (CRD# 4700336) is an Investment Advisor Representative working at Crossgrain Family Investments, LLC in Henrico, VA and has over 10 years 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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