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CLIENT-CENTERED CROSS-BORDER PRIVATE WEALTH ADVISORY
Legal name: CLIENT-CENTERED CROSS-BORDER FINANCIAL PLANNING LTD.
CRD 140373File 801-66802
APPROVED
Retail clients
Filing as of Mar 21, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
Not reported
Discretionary AUM
Not reported
Clients
44
Not reported accounts
Employees
3
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jun 5, 2006
- Principal office
- 51, I-STORE BUILDING B, NO. 208, 2ND FLOOR, SOI SUKHUMVIT 24, KHLONG TAN, KHLONG TOEI, BANGKOK, 10110
- Phone
- +66 2 566-0815
Assets & accounts
ADV Item 5F- Total regulatory AUM
- Not reported
- Discretionary AUM
- Not reported
- Non-discretionary AUM
- Not reported
- Discretionary accounts
- Not reported
- Non-discretionary accounts
- Not reported
- Total accounts
- Not reported
- AUM per client
- —
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 34 | $0 |
| Individuals (other than high net worth individuals) | 10 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Advisory activities
- Other advisory activities
- Financial planning services
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.