Criticalpoint Partners LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
47
Avg account
$0

Firm details

Headquarters
El Segundo, California
CRD number
317345
Registered since
October 3, 2022

Firm profile

FINTRX

Overview

Criticalpoint Partners LLC is organized as a limited liability company and is classified in the source data as an investment bank rather than a traditional registered investment adviser or capital allocator. Ownership is indicated as a mix of domestic entities and individuals. The firm is not identified as an active ESG investor and is not described as a multi-state or newly formed adviser. The available attributes point to a firm oriented toward investment-banking activity rather than discretionary wealth management or large-scale asset allocation.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • William Young

    William Young

    Founder and CEOCRD 4205625

Contacts

3 of 46
  • Monique Romero

    Monique Romero

    FinOpCRD 6712654

  • Robert Woolway

    Robert Woolway

    Managing DirectorCRD 1407939

  • Alexander Chefetz

    Alexander Chefetz

    Managing DirectorCRD 1416136

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

El Segundo, CA

Los Angeles

Location

El Segundo, CA

Headquartered in El Segundo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
2101 Rosecrans Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth