Overview
Assets Under Management: $157 million
Headquarters: TUSTIN, CA
High-Net-Worth Clients: 117
Average Client Assets: $1.1 million
Frequently Asked Questions
CROSSPOINT FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #286443), CROSSPOINT FINANCIAL, LLC is subject to fiduciary duty under federal law.
CROSSPOINT FINANCIAL, LLC is headquartered in TUSTIN, CA.
CROSSPOINT FINANCIAL, LLC serves 117 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, CROSSPOINT FINANCIAL, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
CROSSPOINT FINANCIAL, LLC manages $157 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, CROSSPOINT FINANCIAL, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 117
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.83%
Average Client Assets: $1.1 million
Total Client Accounts: 282
Discretionary Accounts: 282
Regulatory Filings
CRD Number: 286443
Filing ID: 2059408
Last Filing Date: 2026-03-24 16:15:38