Crosswalk Investment Advisory, Inc.

Crosswalk Investment Advisory, Inc. (CRD# 123428) is a financial advisory firm headquartered in Strasburg, PA. They manage $44,848,092 in 331 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
108 West Main Street, Strasburg, PA 17579
https://www.cw4investments.com
By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    331
    ACCOUNTS
  • Average Account Value
    $135,493
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, PA

Financial Advisors at Crosswalk Investment Advisory, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Lee Kerr, financial advisor Strasburg PA
Lee E. Kerr
CRD#: 1789414
108 West Main Street, Strasburg, PA 17579

Lee Kerr (CRD# 1789414) is an Investment Advisor Representative working at Crosswalk Investment Advisory, Inc. in Strasburg, PA and has over 36 years of experience in the finance industry.

2
Edward Plakans, financial advisor Strasburg PA
Edward J. Plakans
CRD#: 2488119
108 West Main Street, Strasburg, PA 17579

Edward Plakans (CRD# 2488119) is an Investment Advisor Representative working at Crosswalk Investment Advisory, Inc. in Strasburg, PA and has over 29 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.

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