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Building 2CROSSPOINT FINANCIAL, LLC

Map pinTUSTIN, CA
Phone714-617-4463
NotebookSEC #801-110071
Total AUM
$80M
Employees
1
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
17822 EAST 17TH STREET, SUITE 310
TUSTIN
CA 92780
United States
Operating Hours
9-4PM
Monday - Friday
Phone
714-617-4463

ReceiptFinancials

Total AUM
$80M
Accounts
365
Discretionary
$80M
Accounts
365
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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