Client-Centered Cross-Border Financial Planning Ltd.
● SEC registered since 2006CRD 140373SEC# 801-66802Khlong Tan, Khlong Toei, Bangkok
Reg. AUM
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Employees
3
Accounts
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Location
Khlong Tan, Khlong Toei, Bangkok
Client-Centered Cross-Border Financial Planning Ltd. assets under management
Client-Centered Cross-Border Financial Planning Ltd. is an investment advisory firm registered with the SEC based in Khlong Tan, Khlong Toei, Bangkok. The firm has been registered since 2006. It employs 3 people.
Client-Centered Cross-Border Financial Planning Ltd. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chad Edward Creveling | Senior Wealth Advisor | 10-25% | 2025 |
| Matthew Reed Stevens Control | Shareholder, Managing Director, Cco | 50-75% | 2025 |
| Peggy Anne Creveling | Senior Wealth Advisor | 10-25% | 2025 |
Frequently asked questions
How many employees does Client-Centered Cross-Border Financial Planning Ltd. have?
Client-Centered Cross-Border Financial Planning Ltd. reports 3 employees.
Where is Client-Centered Cross-Border Financial Planning Ltd. located?
Client-Centered Cross-Border Financial Planning Ltd. is based in Khlong Tan, Khlong Toei, Bangkok and has been SEC-registered since 2006.
Does Client-Centered Cross-Border Financial Planning Ltd. disclose fund performance?
Client-Centered Cross-Border Financial Planning Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 51, I-Store Building B, No. 208, 2nd Floor, Soi Sukhumvit 24, Khlong Tan, Khlong Toei, Bangkok 10110 |
| Phone | +66 2 566-0815 |
| Office hours | By Appointment |
| SEC region | HQ |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 77%
More than 23% of 16,825 advisers