CROSSPOINT FINANCIAL, LLC
SEC RegisteredBecause Money Doesn't Come With Instructions.
About the firm
At Crosspoint, they help clients make smart financial decisions through a comprehensive financial planning process, starting with the client's goals and objectives and building customized non-proprietary solutions solely in the client's best interest. As an independent Registered Investment Advisor, Crosspoint is free from the biases and conflicts of interest of large Wall Street firms.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Crosspoint offers financial planning, investment management, and insurance services through a comprehensive financial planning process tailored to each client's goals and objectives.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 165 | $29M |
| High Net Worth Individuals | 117 | $129M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CROSSPOINT FINANCIAL, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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