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CROSSPOINT FINANCIAL, LLC
CROSSPOINT FINANCIAL, LLC
TUSTIN, California
·
1 registered advisor
·
CRD# 286443
SEC# 801-123648
0
714-617-4463
01
Firm Overview
AUM
$124M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CROSSPOINT FINANCIAL, LLC
1 registered advisor
Tu Anh Tran
TUSTIN, California
CRD# 2941092
05
Office Locations
TUSTIN, California
1 advisor
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Data sourced from SEC Form ADV filings. CROSSPOINT FINANCIAL, LLC (CRD# 286443) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.