Washington Crossing Advisors LLC
● SEC registered since 2017CRD 281511SEC# 801-108807Morristown, NJ
Reg. AUM
$2.03B
Employees
10
Accounts
3,257
Location
Morristown, NJ
Washington Crossing Advisors LLC assets under management
Washington Crossing Advisors LLC is a registered investment adviser overseen by the SEC based in Morristown, NJ. The firm has been registered since 2017. It reports $2 billion in regulatory assets under management and employs 10 people.
Washington Crossing Advisors LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Avi L Stein Control | Chief Financial Officer | Under 5% | 2020 |
| Chad Ashley Morganlander Control | Co-Chief Investment Officer | Under 5% | 2016 |
| Kevin Raymond Caron Control | Co-Chief Investment Officer | Under 5% | 2016 |
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Join to unlock · $37/moFrequently asked questions
How much does Washington Crossing Advisors LLC manage?
Washington Crossing Advisors LLC reports $2 billion in regulatory assets under management on its Form ADV.
How many employees does Washington Crossing Advisors LLC have?
Washington Crossing Advisors LLC reports 10 employees.
Where is Washington Crossing Advisors LLC located?
Washington Crossing Advisors LLC is based in Morristown, NJ and has been SEC-registered since 2017.
Does Washington Crossing Advisors LLC disclose fund performance?
Washington Crossing Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 305 Madison Avenue, Suite 200, Morristown, NJ 07960 |
| Phone | 973-549-4052 |
| Fax | 212-208-6833 |
| Office hours | 8:00 - 5:00 |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1725950 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.03B▼ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$2.03Bregulatory AUM
Discretionary $2.03B