Michelle Cisneros Ruch

Crossmark Global Investments, INC.

20 Years of Experience

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Areas of Practice

Investment Management

Crossmark Global Investments, INC.

Compensation

Fee-Only (AUM)

Firm Size

20 advisors

Number of Clients

6,209 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$7.0B

Fee Structure

Financial Planning:Investment management only

Minimum Annual Fee:$2,500

Location

15375 Memorial Drive, Suite 200, Houston, TX, 77079

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Crossmark Global Investments, INC.

August 2023 - Present · 2 yrs 6 mos

Previous Registrations

Salient Private Client, LLC

August 2017 - July 2018 · 11 mos

Salient Advisors, L.P.

July 2011 - November 2022 · 11 yrs 4 mos

Salient Capital Advisors, LLC

July 2011 - November 2022 · 11 yrs 4 mos

Endowment Advisers, L.P.

July 2011 - March 2021 · 9 yrs 8 mos

Integrity Capital, LLC

July 2011 - October 2015 · 4 yrs 3 mos

Pool Capital Partners

January 2006 - February 2011 · 5 yrs 1 mo

Quint Capital, LP

April 2003 - August 2004 · 1 yr 4 mos

Cobalt Investments, LP

May 2002 - December 2002 · 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.