Cross Border Financial Planning USA LLC
● SEC registered since 2025CRD 317154SEC# 801-132483Philadelphia, PA
Reg. AUM
$147.2M
Employees
3
Accounts
407
Location
Philadelphia, PA
Cross Border Financial Planning USA LLC assets under management
Cross Border Financial Planning USA LLC operates as an SEC-registered investment adviser based in Philadelphia, PA. The firm has been registered since 2025. It reports $147.2 million in regulatory assets under management and employs 3 people.
Cross Border Financial Planning USA LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cross Border Financial Planning Ltd Control | Limited Company | 25-50% | 2021 |
| Edward James Benjamin Cole Control | Partner | 10-25% | 2021 |
| Jason Keith Iestyn Walker Control | Chief Compliance Officer, Managing Member | 25-50% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Cross Border Financial Planning USA LLC manage?
Cross Border Financial Planning USA LLC reports $147.2 million in regulatory assets under management on its Form ADV.
How many employees does Cross Border Financial Planning USA LLC have?
Cross Border Financial Planning USA LLC reports 3 employees.
Where is Cross Border Financial Planning USA LLC located?
Cross Border Financial Planning USA LLC is based in Philadelphia, PA and has been SEC-registered since 2025.
Does Cross Border Financial Planning USA LLC disclose fund performance?
Cross Border Financial Planning USA LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2001 Market St., Suite 2500, Philadelphia, PA 19103 |
| Phone | 267-946-1099 |
| Office hours | 8:30 a.m. - 6:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$147.2M▲ 28%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$147.2Mregulatory AUM
Discretionary $146.4MNon-discretionary $797K