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 organized as a limited liability company and has been SEC-registered since 2015. FINTRX classifies the firm as unclassified and lists its owner type as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator, does not report active ESG investing, and is not registered as a multi-state adviser. It is also not flagged as a newly formed adviser, a pension consultant, or a related adviser. The firm has not provided disclosures on advisory activities, fee structure, client segments, or affiliations in the source data.
Assets & Accounts
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 1WILLIAM 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
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