Crosspoint Financial, LLC

RIASEC Registered

Total AUM

$157M

Discretionary

$157M

100% of AUM

Avg account

$557K

Accounts

282

Employees

Advisory reps

Firm details

Headquarters: Tustin, California
CRD number: 286443
Registered since: April 7, 2022
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI81.83%
Individuals18.17%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Crosspoint Financial, LLC is a limited liability company that provides advisory services primarily to individual and family clients. The firm is registered with the SEC (registration year 2022) and is owned by an individual. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Fee arrangements are mixed: percentage-of-AUM, hourly charges, and fixed fees are all used depending on the engagement. The firm reports no formal ESG investing stance and is not organized as a multi-state adviser or a capital allocator. It maintains industry relationships with a broker-dealer and an insurance company, suggesting access to brokerage and insurance solutions alongside advisory services.