Criticalpoint Partners LLC

Broker-DealerFINRA MemberEst. 2022
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 recorded as SEC-registered since 2022. FINTRX classifies the firm as an investment bank rather than a traditional registered investment adviser or capital allocator. Ownership is listed as a domestic entity / individual. The firm's FINTRX profile does not indicate active ESG investing, multi-state adviser status, pension consulting, or a related-adviser relationship. Key items that would normally describe client segments, fee models, or advisory services are not specified in the record.

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 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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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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