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Crosspoint Financial, LLC

● SEC registered since 2022CRD 286443SEC# 801-123648Tustin, CA
Export (members)
Reg. AUM
$138.4M
Employees
1
Accounts
448
Location
Tustin, CA

Crosspoint Financial, LLC assets under management

Crosspoint Financial, LLC is a registered investment adviser overseen by the SEC based in Tustin, CA. The firm has been registered since 2022. It reports $138.4 million in regulatory assets under management and employs 1 people.
www.crosspointfp.comView on SEC.gov ↗

Crosspoint Financial, LLC owners & executives

1 reported
NameTitleOwnershipSince
Tu Anh Tran ControlChief Compliance Officer And Managing MemberOver 75%2017

Frequently asked questions

How much does Crosspoint Financial, LLC manage?

Crosspoint Financial, LLC reports $138.4 million in regulatory assets under management on its Form ADV.

How many employees does Crosspoint Financial, LLC have?

Crosspoint Financial, LLC reports 1 employees.

Where is Crosspoint Financial, LLC located?

Crosspoint Financial, LLC is based in Tustin, CA and has been SEC-registered since 2022.

Does Crosspoint Financial, LLC disclose fund performance?

Crosspoint Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address17822 East 17th Street, Suite 310, Tustin, CA 92780
Phone714-617-4463
Office hours9-4p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$138.4M
Non-discretionary$0
Total (RAUM)$138.4M