Northern Cross, LLC

Northern Cross, LLC (CRD# 128223) is a financial advisory firm headquartered in Boston, MA. They manage $45,293,900,000 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    45,294
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $2,264,695,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

MA

Financial Advisors at Northern Cross, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Howard C. Appleby
CRD#: 1428165
125 Summer Street, 14th Floor, Boston, MA 02110
96
Wealthminder
score

Howard Appleby (CRD# 1428165) is an Investment Advisor Representative working at Northern Cross, LLC in Boston, MA and has over 30 years of experience in the finance industry.

2
James J. Latorre
CRD#: 1231894
125 Summer Street, 14th Floor, Boston, MA 02110
96
Wealthminder
score

James Latorre (CRD# 1231894) is an Investment Advisor Representative working at Northern Cross, LLC in Boston, MA and has over 33 years of experience in the finance industry.

3
Jeanfrancois E. Ducrest
CRD#: 2613401
125 Summer Street, Floor 14, Boston, MA 02110
93
Wealthminder
score

Jeanfrancois Ducrest (CRD# 2613401) is an Investment Advisor Representative working at Northern Cross, LLC in Boston, MA and has over 22 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.