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Washington Crossing Advisors LLC

● SEC registered since 2017CRD 281511SEC# 801-108807Morristown, NJ
Export (members)
Reg. AUM
$2.14B
Employees
10
Accounts
3,476
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 $2.1 billion in regulatory assets under management and employs 10 people.
www.washingtoncrossingadvisors.comView on SEC.gov ↗

Washington Crossing Advisors LLC owners & executives

5 reported
NameTitleOwnershipSince
Avi L Stein ControlChief Financial OfficerUnder 5%2020
Chad Ashley Morganlander ControlCo-Chief Investment OfficerUnder 5%2016
Kevin Raymond Caron ControlCo-Chief Investment OfficerUnder 5%2016
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Frequently asked questions

How much does Washington Crossing Advisors LLC manage?

Washington Crossing Advisors LLC reports $2.1 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

Address305 Madison Avenue, Suite 200, Morristown, NJ 07960
Phone973-549-4052
Fax212-208-6833
Office hours8:00 - 5:00
SEC regionNew York Regional Office (NYRO)
CIK1725950
Discloses disciplinary historyNo

Assets under management

Discretionary$2.14B
Non-discretionary$0
Total (RAUM)$2.14B