Crossmark Global Investments, Inc
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Overview
Crossmark Global Investments, Inc operates as an advisory firm located in Houston, Texas. The firm manages $5.8 billion in assets under management throughout 4,188 customer accounts, placing it among the largest investment advisory firms in the country by assets under management (AUM). Crossmark Global Investments, Inc has an average-sized group, including 11 financial advisors. Crossmark Global Investments, Inc is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer company to do so. Securities are exchangable financial assets like options, equities and bonds.
Crossmark Global Investments, Inc manages all of the company's client assets in a discretionary manner. Discretionary management is a structure in which a portfolio manager makes buy and sell choices for the client's account without requiring the client's approval. Crossmark Global Investments, Inc supervises about $1.4 million in assets for each client account. The typical financial advisor at Crossmark Global Investments, Inc oversees around 381 client accounts.
The company's main office is at 15375 Memorial Drive, Houston, Texas 77079. The firm is legally registered to serve customers throughout 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Crossmark Global Investments, Inc by the Numbers
$5.8 billion
45
4,188
$1.4 million
Fee Structure
A financial advisor's fees usually vary depending on which services the firm provides the client. Fees charged by Crossmark Global Investments, Inc typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Crossmark Global Investments, Inc works with a number of different customers. Crossmark Global Investments, Inc works with retail investors, high net worth investors, investment companies, pension plans, charitable organizations, state or municipal government entities, insurance companies and corporations. Out of its 4,188 clients, Crossmark Global Investments, Inc's biggest client group by number of accounts is retail investors, but it also caters to 34 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients are from outside of the U.S.
- High-Net-Worth Individuals* - 0.81%
- Other Individuals - 91.5%
- Corporations - 2.76%
- Charitable Organizations - 4.93%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Crossmark Global Investments, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Crossmark Global Investments, Inc
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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