Criticalpoint Partners LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
44
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 appears on the SEC register beginning in 2022. The firm is categorized as an investment bank rather than a traditional asset manager: it is not identified as a capital allocator, is not flagged as an active ESG investor, and is not listed as a multi-state adviser or pension consultant. Ownership is described as a combination of a domestic entity and an individual. Details on specific advisory or business activities were not provided in the source data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

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 43
  • 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

FINTRX

Newly hired reps

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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