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).

By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    408
    ACCOUNTS
  • Average Account Value
    $90,380
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Crossplan Money Management
Showing 1 - 1 of 1 top financial advisors.
1
John R. Palm
CRD#: 1185127
7995 113th Street North, 2nd Floor, Seminole, FL 33772
93
Wealthminder
score

John Palm (CRD# 1185127) is an Investment Advisor Representative working at Crossplan Money Management in Seminole, FL and has over 16 years of experience in the finance industry.

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