Counterpoint Asset Management LLC

Counterpoint Asset Management LLC (CRD# 164291) is a financial advisory firm headquartered in San Diego, CA. They manage $66,353,971 in 271 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    271
    ACCOUNTS
  • Average Account Value
    $244,849
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA

Financial Advisors at Counterpoint Asset Management LLC
Showing 1 - 5 of 5 top financial advisors.
1
Michael B. Krause
CRD#: 6070514
12760 High Bluff Dr, Suite 280, San Diego, CA 92130
96
Wealthminder
score

Michael Krause (CRD# 6070514) is an Investment Advisor Representative working at Counterpoint Asset Management LLC in San Diego, CA and has over 6 years of experience in the finance industry.

2
Joseph E. Engelberg
CRD#: 6104369
12760 High Bluff Dr, Suite 280, San Diego, CA 92130
93
Wealthminder
score

Joseph Engelberg (CRD# 6104369) is an Investment Advisor Representative working at Counterpoint Asset Management LLC in San Diego, CA and has over 5 years of experience in the finance industry.

3
Daniel W. Krause
CRD#: 2158274
832 Wonder View Dr., Calabasas, CA 91302
93
Wealthminder
score

Daniel Krause (CRD# 2158274) is an Investment Advisor Representative working at Counterpoint Asset Management LLC in Calabasas, CA and has over 26 years of experience in the finance industry.

4
Matthew E. Parkhurst
CRD#: 5692691
Houston, TX
93
Wealthminder
score

Matthew Parkhurst (CRD# 5692691) is an Investment Advisor Representative working at Counterpoint Asset Management LLC in Houston, TX and has over 7 years of experience in the finance industry.

5
Jennifer S. To
CRD#: 5969361
12760 High Bluff Dr, Suite 280, San Diego, CA 92130
88
Wealthminder
score

Jennifer To (CRD# 5969361) is an Investment Advisor Representative working at Counterpoint Asset Management LLC in San Diego, CA and has 1 year of experience in the finance industry.

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