Crossplan Money Management

Crossplan Money Management (CRD# 129489) is a financial advisory firm headquartered in Seminole, FL. They manage $51,977,615 in 321 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    321
    ACCOUNTS
  • Average Account Value
    $161,924
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
The map below shows states where this firm has explicit registration only.

FL

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

John Palm (CRD# 1185127) is an Investment Advisor Representative working at Crossplan Money Management in Seminole, FL and has over 24 years of experience in the finance industry.

2
Allan J. Sansotta
CRD#: 410631
10575 68th Avenue North, Suite B-3, Seminole, FL 33772

Allan Sansotta (CRD# 410631) is an Investment Advisor Representative working at Crossplan Money Management in Seminole, FL and has over 40 years of experience in the finance industry.

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