Crossroads Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$50,726,501
Total clients
126
10% high-net worth
Total employees
4
50% advisors
Average clients per advisor
63
Average account size
$402,591
Number of offices
1
Main office location
Crossroads Planning
765 The City Dr. S, Suite 390
Orange CA 92868, United States
Contact
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