Cross State Financial Group LLC
● SEC registered since 2020CRD 282011SEC# 801-117843Albuquerque, NM
Reg. AUM
$188.3M
Employees
10
Accounts
1,111
Location
Albuquerque, NM
Cross State Financial Group LLC assets under management
Cross State Financial Group LLC is a registered investment adviser overseen by the SEC based in Albuquerque, NM. The firm has been registered since 2020. It reports $188.3 million in regulatory assets under management and employs 10 people.
Cross State Financial Group LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Danielle Elizabeth Mutz Control | Managing Member/Chief Compliance Officer | 50-75% | 2015 |
| Steven Scott Iversen Control | Member | 50-75% | 2015 |
Frequently asked questions
How much does Cross State Financial Group LLC manage?
Cross State Financial Group LLC reports $188.3 million in regulatory assets under management on its Form ADV.
How many employees does Cross State Financial Group LLC have?
Cross State Financial Group LLC reports 10 employees.
Where is Cross State Financial Group LLC located?
Cross State Financial Group LLC is based in Albuquerque, NM and has been SEC-registered since 2020.
Does Cross State Financial Group LLC disclose fund performance?
Cross State Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6721 Academy Rd. NE, Suite B, Albuquerque, NM 87109 |
| Phone | 800-621-6974 |
| Fax | 720-310-8944 |
| Office hours | 8:00 a.m. To 4:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$188.3M▲ 13%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$188.3Mregulatory AUM
Discretionary $188.3M