Crossroads Financial Management, Inc.
Crossroads Financial Management, Inc. (CRD# 115435) is a financial advisory firm headquartered in Kansas City, MO. They manage $52,372,304 in 158 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Crossroads Financial Management, Inc.
By the Numbers
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Total Assets Under Management52MILLION
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Total Number of Accounts158ACCOUNTS
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Average Account Value$331,470
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
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, KS, MO, TX
Financial Advisors at Crossroads Financial Management, Inc.
No Advisor Found.
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