Cross Financial Advisors LLC
Legal Name: CROSS FINANCIAL ADVISORS, LLC
16100 NW CORNELL ROAD #240, BEAVERTON, OR
(503) 430-0563
http://www.crossfinancialmgmt.com
Frequently Asked Questions (FAQ)
Full Contact Details
Cross Financial Advisors LLC
16100 NW CORNELL ROAD #240, BEAVERTON, OR
(503) 430-0563
(971) 249-0293
Other Info
Cross Financial Advisors LLC, legally known as CROSS FINANCIAL ADVISORS, LLC, is an Oregon Limited Liability Company that currently employs 14 individuals in advisory positions. Although the exact number of clients served by the firm is unknown, it was last reported to have an SEC status of "Approved" and was registered on June 22, 2017.
Cross Financial | Wealth Management | Accounting Services | Portland, OR
Cross Financial Management, accounting services, wealth management
Direct Owners
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JAY S. TORGERSON
MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT owns more than 50% but less than 75%
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MATHEW DEAN WHITEAKER
MANAGING MEMBER / CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%