Cross Border Tax & Accounting, LLC (Phoenix)

Cross Border Tax & Accounting provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Cross Border Tax & Accounting: assets under management

The assets under management (AUM) of Cross Border Tax & Accounting, LLC is $11.49 million. The firm's AUM has grown by 48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $11.36 million in discretionary accounts and $130.94 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $192.59 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $32.73 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cross Border Tax & Accounting, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.

Indirect Owners

The SEC currently registers 2 indirect owners.

Based in Phoenix

The principal office where Cross Border Tax & Accounting, LLC performs its advisory services is located at 3336 North 32 Nd Street, Phoenix, AZ 85018 6241, which is also the mailing address of the firm. An additional office of the firm is in Boynton Beach, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 602.956.4661 or by fax 602.956.4653. The normal business hours are 7:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.cbta.net.

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