Company Information

Get to know Crosswalk Investment Advisory Inc.

Crosswalk Investment Advisory Inc. is an independent, fee-only financial planning and investment advisory firm registered with the U.S. Securities and Exchange Commission. The firm's mission is to help clients identify and prioritize their financial goals, aiming to achieve them through a disciplined, long-term approach to planning and investing. They serve individuals, families, and business owners by providing comprehensive financial planning and ongoing investment management without accepting commissions or other third-party compensation, ensuring their advice is aligned with their clients' best interests.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Crosswalk Investment Advisory Inc.

United States

Founded in

1999 (27 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.