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Cross Border Financial Planning USA LLC

EST. AUM
$147,228,501

CONTACTS
2

CLIENT ACCOUNTS
407

Firm Details

Metro area Philadelphia
CRD Number 317154
Website cbfpusa.com
Client types

Overview

Cross Border Financial Planning USA LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). The firm specializes in providing wealth management and financial planning services to globally mobile individuals with U.S. assets, including overseas Americans and foreign nationals residing in the United States. Their approach emphasizes creating flexible financial plans that consider the tax, currency, and legal implications for clients and their families.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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