Crossroads Capital Management, Inc.

Crossroads Capital Management, Inc. (CRD# 145677) is a financial advisory firm headquartered in Carlsbad, CA. They manage $2,000,000 in 32 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $62,500
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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.

CA

Financial Advisors at Crossroads Capital Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Richard A. Gaines
CRD#: 4265145
2131 Palomar Airport Rd., Suite 300, Carlsbad, CA 92011
93
Wealthminder
score

Richard Gaines (CRD# 4265145) is an Investment Advisor Representative working at Crossroads Capital Management, Inc. in Carlsbad, CA and has over 16 years of experience in the finance industry.

2
James A. Reyes
CRD#: 2832099
2131 Palomar Airport Rd., Suite 300, Carlsbad, CA 92011
73
Wealthminder
score

James Reyes (CRD# 2832099) is an Investment Advisor Representative working at Crossroads Capital Management, Inc. in Carlsbad, CA and has over 19 years of experience in the finance industry.

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