Cross Keys Securities Limited Partnership is a large advisory firm based in Baltimore. It manages $72.61 million of regulatory assets for 64 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Maryland.
Cross Keys Securities Limited Partnership provides pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cross Keys Securities Limited Partnership is $72.61 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Cross Keys Securities Limited Partnership for their services and products based on commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Robert Sachs has been acting as President since 1 Nov 1999. Joann Denise Sachs joined the executive team most recently as the Executive Vice President.
The principal office where Cross Keys Securities Limited Partnership performs its advisory services is located at Village Sq Ii Ste 212, Baltimore, MD 21210, which is also the mailing address of the firm. An additional office of the firm is in Aventura, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 410-532-2264 or by fax 410-532-9517. The normal business hours are 9:00 am - 4:30 pm on Monday - Friday.