Assetpoint Financial, LLC
Firm details
- Headquarters
- Arlington, Virginia
- CRD number
- 168796
- Registered since
- April 27, 2015
- Website
- www.intrafi.com
Firm profile
FINTRXOverview
Assetpoint Financial, LLC is a limited liability company that registered with the SEC in 2015. Public filings for the firm are sparse: its classification is listed as unclassified, and its ownership is identified as a mix of a domestic entity and an individual. The dataset flags the adviser as not being a capital allocator, not an active ESG investor, not a multi-state adviser, and not a pension consultant. There is no detail in the available records about the firm's advisory services, target client segments, investment strategies, or affiliations.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
William Bergin
Chief Compliance OfficerCRD 3056261
Contacts
3 of 17William Vanderzant
Treasury Desk ManagerCRD 5396248
John Paul Escano
Treasury Desk ManagerCRD 6835751
Stephen Manning
Managing DirectorCRD 2953402
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Arlington, VA
Arlington
Location
Arlington, VA
Headquartered in Arlington, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Arlington
- Address
- 1300 17th St N
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Acalyx Advisors Inc.
Broker-DealerArlington, VA
B. Riley Securities, Inc.
Broker-DealerArlington, VA
Homestead Financial Services Corp.
Broker-DealerArlington, VA
Kippsdesanto & Company
Broker-DealerMclean, VA
First Dominion Capital Corp.
Broker-DealerRichmond, VA
Meridian Investments, Inc.
Broker-DealerVienna, VA