RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 12, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
TRAN, TU, ANHICHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control
TRAN, TU, ANHICHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control
TRAN, TU, ANHICHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control
TRAN, TU, ANHICHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control
TRAN, TU, ANHICHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control
TRAN, TU, ANHICHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control
TRAN, TU, ANHICHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control
TRAN, TU, ANHICHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control
TRAN, TU, ANHICHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control
TRAN, TU, ANHICHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control
TRAN, TU, ANHICHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control
TRAN, TU, ANHICHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control
TRAN, TU, ANHICHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control

Registrations

Federal

IA
Jun 12, 2025 REGISTERED

Notice Filings (2)

CA TX

Address

17822 EAST 17TH STREET
SUITE 310
TUSTIN, CA 92780
United States
Phone: 714-617-4463