| Name | Title | Ownership | Since |
|---|---|---|---|
| Danielle Elizabeth Mutz Control | Managing Member/Chief Compliance Officer | 50-75% | 2015 |
| Steven Scott Iversen Control | Member | 50-75% | 2015 |
Cross State Financial Group LLC reports $145.5 million in regulatory assets under management on its Form ADV.
Cross State Financial Group LLC reports 9 employees.
Cross State Financial Group LLC is based in Albuquerque, NM and has been SEC-registered since 2020.
Cross State Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 8421 Osuna Road NE, Suite C, Albuquerque, NM 87111 |
| 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 |
| Discretionary | $145.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $145.5M |