Crosswalk Investment Advisory, Inc.
Crosswalk Investment Advisory, Inc. (CRD# 123428) is a financial advisory firm headquartered in Strasburg, PA. They manage $44,848,092 in 331 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Crosswalk Investment Advisory, Inc.
By the Numbers
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Total Assets Under Management45MILLION
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Total Number of Accounts331ACCOUNTS
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Average Account Value$135,493
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC, PA
Financial Advisors at Crosswalk Investment Advisory, Inc.
1
Lee Kerr (CRD# 1789414) is an Investment Advisor Representative working at Crosswalk Investment Advisory, Inc. in Strasburg, PA and has over 36 years of experience in the finance industry.
2
Edward Plakans (CRD# 2488119) is an Investment Advisor Representative working at Crosswalk Investment Advisory, Inc. in Strasburg, PA and has over 29 years of experience in the finance industry.
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