Crosspoint Financial, LLC
Crosspoint Financial, LLC is an SEC-registered mass-market adviser in Tustin, CA with $157.1M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Crosspoint Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 286443, SEC 801-123648, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $157.1M (2026-03-24)
- Firm type
- Mass-Market Adviser
- Location
- Tustin, CA
- Employees
- 1
- Clients
- 282
- CRD
- 286443
- Ownership
- TRAN, TU, ANH
How much AUM does Crosspoint Financial, LLC have?
Crosspoint Financial, LLC reported $157.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Crosspoint Financial, LLC?
Disclosed owners and executives of Crosspoint Financial, LLC include TRAN, TU, ANH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.