Crossmarket Capital, LLC

Crossmarket Capital, LLC (CRD# 168947) is a financial advisory firm headquartered in Newport Beach, CA. They manage $22,250,000 in 140 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1300 Quail, Suite 108, Newport Beach, CA 92660
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    140
    ACCOUNTS
  • Average Account Value
    $158,929
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Crossmarket Capital, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Nat Di Carlo, financial advisor Newport Beach CA
Nat Di Carlo
CRD#: 2252396
1300 Quail, Suite 108, Newport Beach, CA 92660

Nat Di Carlo (CRD# 2252396) is an Investment Advisor Representative working at Crossmarket Capital, LLC in Newport Beach, CA and has over 31 years of experience in the finance industry.

2
Alvern Vom Steeg, financial advisor Newport Beach CA
Alvern H. Vom Steeg
CRD#: 1696214
1300 Quail, Suite 108, Newport Beach, CA 92660

Alvern Vom Steeg (CRD# 1696214) is an Investment Advisor Representative working at Crossmarket Capital, LLC in Newport Beach, CA and has over 36 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals