Crossplan Money Management
Crossplan Money Management (CRD# 129489) is a financial advisory firm headquartered in Seminole, FL. They manage $36,875,000 in 408 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management37MILLION
Total Number of Accounts408ACCOUNTS
Average Account Value$90,380
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
John Palm (CRD# 1185127) is an Investment Advisor Representative working at Crossplan Money Management in Seminole, FL and has over 17 years of experience in the finance industry.