CROSSPOINT FINANCIAL, LLC

RIASEC RegisteredEst. 2022

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 an SEC-registered independent advisory firm that works primarily with individual and family clients. Registered in 2022 as an LLC, the firm provides financial planning and portfolio management services across individual, small-business, and institutional client types, and lists pension consulting among its advisory capabilities. Its fee model is a mix of percentage-of-AUM, hourly charges and fixed fees, indicating flexibility across client engagement types. Operationally the firm appears to lean on model portfolios and public funds as core building blocks while maintaining access to a broader set of external managers. Crosspoint holds brokerage and insurance industry affiliations, and custodies client assets with Fidelity Brokerage Services.