Cross Financial Management Revenue

Financial Services • Beaverton, Oregon, United States • 1-10 Employees

Cross Financial Management revenue & valuation

Annual revenue	$855,550
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,800,000
Total funding	No funding

Key Contacts at Cross Financial Management

Jay Torgerson

Owner

Deane Cross

Owner

Company overview

Headquarters	16100 NW Cornell Rd, Suite 240, Beaverton, Oregon 97006, US
Phone number	+15032331133
Websites	crossfinancialmgmt.com crossfinancialaccounting.com
NAICS	52
Keywords	Executive Benefits, Wealth Management Services, Retirement Plan Consulting
Founded	2003
Employees	1-10
Socials

Cross Financial Management Email Formats

Cross Financial Management uses 1 email format. The most common is {last name} (e.g., doe@crossfinancialmgmt.com), used 100% of the time.

Format	Example	Percentage
{last name}	doe@crossfinancialmgmt.com	100%

About Cross Financial Management

Cross Financial Management is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients — not to a parent company. Our independence enables us to establish working relationships with a number of industry-leading brokerage firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients’ unique needs. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.crossfinancialmgmt.com. Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment Advice offered through Cross Financial Advisors, a registered investment advisor. Cross Financial Advisors and Cross Financial Management are separate entities from LPL Financial.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Founder/Owner

Senior

Employees by Department

Cross Financial Management has 6 employees across 4 departments.

Departments

Number of employees

Funding Data

Cross Financial Management has never raised funding before.

Cross Financial Management Tech Stack

Discover the technologies and tools that power Cross Financial Management's digital infrastructure, from frameworks to analytics platforms.

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

GoDaddy

Hosting

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

React

JavaScript frameworks

Google Cloud

IaaS

Google Cloud CDN

CDN

Envoy

Reverse proxies

Frequently asked questions

Cross Financial Management is located in Beaverton, Oregon, US.

You can reach Cross Financial Management at +15032331133.

Cross Financial Management generates an estimated annual revenue of $855,550. This revenue figure reflects the company's market position and business performance in its industry.

Cross Financial Management has an estimated valuation of $2,800,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Cross Financial Management was founded in 2003, making it 23 years old. The company has established itself as a significant player in its industry over this time.

Cross Financial Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Cross Financial Management

Jay Torgerson

Owner

Deane Cross

Owner

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