Crosswell Family Wealth Advisors
Crosswell Family Wealth Advisors (CRD# 150076) is a financial advisory firm headquartered in , . They manage $67,035,706 in 75 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Crosswell Family Wealth Advisors
By the Numbers
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Total Assets Under Management67MILLION
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Total Number of Accounts75ACCOUNTS
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Average Account Value$893,809
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Crosswell Family Wealth Advisors
1
Luis Gonzalez Perales (CRD# 5776950) is an Investment Advisor Representative working at Crosswell Family Wealth Advisors in Tampico, Tamps., and has over 13 years of experience in the finance industry.
2
Rodolfo Oropeza (CRD# 4188674) is an Investment Advisor Representative working at Crosswell Family Wealth Advisors in The Woodlands, TX and has over 23 years of experience in the finance industry.
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