| 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 |
Client-Centered Cross-Border Financial Planning Ltd. reports 3 employees.
Client-Centered Cross-Border Financial Planning Ltd. is based in Khlong Tan, Khlong Toei, Bangkok and has been SEC-registered since 2006.
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.
| 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 |