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CROSSWALK INVESTMENT ADVISORY, INC.
CRD 123428
108 WEST MAIN STREET, STRASBURG, PA, 17579, United States
Phone
717-295-8881
Fax
717-295-8880
Registration
— (—)
Source
State registered
Total AUM
$63.9M
Discretionary AUM
$63.9M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-01-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 156 | $37.5M |
| High net worth individuals | 15 | $26.2M |
| Charitable organizations | 2 | $101K |
| Corporations/business entities | 1 | $75K |
All web addresses on file
Official SEC filing: View on IAPD