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Crossgrain Family Investments, LLC

Headquartered in HENRICO, VA

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Firm Information

Crossgrain Family Investments, LLC is a registered investment advisor with the SEC. They provide financial planning, pension consulting, and portfolio management services to individuals, corporations, and charitable organizations. Crossgrain Family Investments, LLC currently manages over $164 million in assets for 203 clients.

Crossgrain Family Investments, LLC

$164.77M

Assets Under Management

Not reported

Total Clients

Not reported

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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co - investment management

Co - investment management

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

CROSSGRAIN FAMILY INVESTMENTS, LLC has a total of 1 branch locations across the country.
location

HENRICO, VA

Advisors at Crossgrain Family Investments, LLC

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Unclaimed
Jeffrey Gerald Mussatt

CFP®, RA

HENRICO, VA

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Unclaimed
William Anderson Pusey

RA

HENRICO, VA

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Disclosures

There are no public disclosures for Crossgrain Family Investments, LLC.

Frequently Asked Questions (9)

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