CROSSPOINT FINANCIAL, LLC
CRD #286443 SEC #801-123648 TUSTIN, CA 714-617-4463
SEC Registered
Total AUM
$138.4M
Discretionary
$138.4M
Employees
1
Clients
0
Accounts
448
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $138.4M | $138.4M | $0 | 1 | 0 |
| Mar 2025 | $138.4M | $138.4M | $0 | 1 | 0 |
| Mar 2024 | $123.8M | $123.8M | $0 | 1 | 0 |
| Nov 2023 | $105M | $105M | $0 | 1 | 0 |
| Mar 2023 | $105M | $105M | $0 | 1 | 0 |
| Jun 2022 | $114.2M | $114.2M | $0 | 1 | 0 |
| Mar 2022 | $114.2M | $114.2M | $0 | 1 | 0 |
| Jun 2017 | $80M | $80M | $0 | 1 | 0 |
| Jun 2017 | $80M | $80M | $0 | 1 | 0 |
| May 2017 | $80M | $80M | $0 | 1 | 0 |
| Mar 2017 | $0 | $0 | $0 | 1 | 0 |
| Feb 2017 | $0 | $0 | $0 | 1 | 0 |
DateJun 2025
Total AUM$138.4M
Discretionary$138.4M
Non-Disc.$0
Employees1
Clients0
DateMar 2025
Total AUM$138.4M
Discretionary$138.4M
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$123.8M
Discretionary$123.8M
Non-Disc.$0
Employees1
Clients0
DateNov 2023
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees1
Clients0
DateMar 2023
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees1
Clients0
DateJun 2022
Total AUM$114.2M
Discretionary$114.2M
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$114.2M
Discretionary$114.2M
Non-Disc.$0
Employees1
Clients0
DateJun 2017
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees1
Clients0
DateJun 2017
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees1
Clients0
DateMay 2017
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees1
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateFeb 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0