Crosspoint Financial, LLC
● SEC registered since 2022CRD 286443SEC# 801-123648Tustin, CA
Reg. AUM
$157.1M
Employees
1
Accounts
282
Location
Tustin, CA
Crosspoint Financial, LLC assets under management
Crosspoint Financial, LLC is a registered investment adviser overseen by the SEC based in Tustin, CA. The firm has been registered since 2022. It reports $157.1 million in regulatory assets under management and employs 1 people.
Crosspoint Financial, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Tu Anh Tran Control | Chief Compliance Officer And Managing Member | Over 75% | 2017 |
Frequently asked questions
How much does Crosspoint Financial, LLC manage?
Crosspoint Financial, LLC reports $157.1 million in regulatory assets under management on its Form ADV.
How many employees does Crosspoint Financial, LLC have?
Crosspoint Financial, LLC reports 1 employees.
Where is Crosspoint Financial, LLC located?
Crosspoint Financial, LLC is based in Tustin, CA and has been SEC-registered since 2022.
Does Crosspoint Financial, LLC disclose fund performance?
Crosspoint Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 14471 Chambers Road, #208, Tustin, CA 92780 |
| Phone | 714-617-4463 |
| Office hours | 9-4p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$157.1M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$157.1Mregulatory AUM
Discretionary $157.1M