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Crosspoint Financial LLC

EST. AUM
$138,445,327

CONTACTS

CLIENT ACCOUNTS
448

Firm Details

Metro area Los Angeles
CRD Number 286443
Website crosspointfp.com
Client types

Overview

CrossPoint Financial, LLC is an independent registered investment adviser based in Orange County, California, providing financial planning, investment management, and insurance services to individual clients. The firm builds customized, non-proprietary solutions aligned with each client's goals and objectives, operating free from conflicts of interest associated with larger institutional or captive firms. Securities and advisory services are offered through Fidelity.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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