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CROSSPOINT FINANCIAL, LLC
CRD 286443 · SEC 801-123648
14471 CHAMBERS ROAD, #208, TUSTIN, CA, 92780, United States
Phone
714-617-4463
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$157.1M
Discretionary AUM
$157.1M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 165 | $28.5M |
| High net worth individuals | 117 | $128.5M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD