| 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 |
Cross Border Financial Planning USA LLC reports $114.7 million in regulatory assets under management on its Form ADV.
Cross Border Financial Planning USA LLC reports 3 employees.
Cross Border Financial Planning USA LLC is based in Philadelphia, PA and has been SEC-registered since 2025.
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.
| 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 |
| Discretionary | $113.9M |
| Non-discretionary | $733K |
| Total (RAUM) | $114.7M |