CROSSPOINT FINANCIAL, LLC

17822 East 17th Street
Suite 310
Tustin, California 92780
Tel: 714-617-4463

About CROSSPOINT FINANCIAL, LLC

CROSSPOINT FINANCIAL, LLC, formally registered with the SEC as CROSSPOINT FINANCIAL, LLC. The firm was established in 04/07/2022. They have over 1 offices throughout the country.

CROSSPOINT FINANCIAL, LLC is a Tustin, California based Financial Planning firm with nearly $123,798,777 assets under management, offering retirement planning & investment advisory services to 436 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	286443
SEC#	801-123648
Assets Managed by Firm	$123,798,777
No. of Clients	436
No. of Advisors	1

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	436	$123,798,777
Individuals (other than high net worth individuals)	153	$48,289,870
High net worth individuals	68	$75,508,907

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