Crosspoint Financial, LLC
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
FINTRXOverview
Crosspoint Financial, LLC is a small, privately owned advisory firm organized as an LLC and registered with the SEC in 2022. Its client focus is individual and family relationships, and the firm offers a mix of financial planning and portfolio management services for individuals, small businesses, and institutions, plus pension consulting. Fee arrangements include percentage-of-AUM billing alongside hourly and flat-fee options. Crosspoint is not positioned as an active ESG investor and does not list itself as a multi-state adviser; it also reports industry affiliations with a broker‑dealer and an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds58%
- Exchange Traded Equities20%
- Cash & Cash Equivalents7%
- Non-Exchange Traded Equities5%
- Derivatives5%
Contacts
1 of 1
Tu Tran
FounderCRD 2941092
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$39.2M in ETFs
16%
$6.2M
75%
$33M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INNOVATOR US EQUITY ACCELERATED 9 BUFFER ETF - APRIL (XBAP) | Innovator | Active | Options Trading | $12.8M | 305,289 | 32.67% |
Location
Tustin, CA
Orange
Location
Tustin, CA
Headquartered in Tustin, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 14471 Chambers Rd
- Time zone
- PT (UTC-8)
- Office locations
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