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WASHINGTON CROSSING ADVISORS LLC

MORRISTOWN, NJ · CRD 281511 · IAPD ↗ · washingtoncrossingadvisors.com · 973-549-4052

$2.03BRegulatory AUM
5Advisory reps
10Employees
10Clients
n/aPlanning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2024 — WASHINGTON CROSSING ADVISORS LLC reported RAUM down 37% ($3.10B -> $1.94B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
April 2024 — WASHINGTON CROSSING ADVISORS LLC moved its main office from FLORHAM PARK, NJ to MORRISTOWN, NJ.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.