CRITICALPOINT PARTNERS LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
43
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 a limited liability company that registered with the SEC in 2022 and is classified in the FINTRX snapshot as an investment bank rather than a traditional registered investment adviser or asset manager. The firm is identified as a domestic entity/individual owner type and is not listed as a multi-state adviser, pension consultant, related adviser, or active ESG investor. FINTRX data indicate the organization does not operate as a capital allocator, which suggests its primary activities are likely advisory or transactional rather than discretionary portfolio management.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • WILLIAM YOUNG

    Founder and CEOCRD 4205625

Contacts

3 of 42
  • Valentina Veglia

    Business Development AssociateCRD 8135115

  • KENNETH CUNNINGHAM

    Business DevelopmentCRD 6848989

  • BRADFORD HOLTMEIER

    PartnerCRD 6213163

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

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