Crosswind Advisory LLC is an adviser based in San Diego. It manages $10 million of regulatory assets for 36 client accounts. It has been registered with the SEC as an adviser since 2008.
Crosswind Advisory provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Crosswind Advisory LLC is $10 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -71% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Crosswind Advisory LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Crosswind Advisory LLC performs its advisory services is located at 3655 Nobel Drive, San Diego, CA 92122, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 858-453-5100 or by fax 858-453-1190. The normal business hours are 9:00am - 4:00pm on Monday - Friday.