Counterpoint Asset Management LLC

Counterpoint Asset Management LLC (CRD# 164291) is a financial advisory firm headquartered in San Diego, CA. They manage $54,657,875 in 286 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    286
    ACCOUNTS
  • Average Account Value
    $191,111
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
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.

CA

Financial Advisors at Counterpoint Asset Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
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.

2
Michael B. Krause
CRD#: 6070514
12760 High Bluff Dr, Suite 280, San Diego, CA 92130
93
Wealthminder
score

Michael Krause (CRD# 6070514) 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
Joseph E. Engelberg
CRD#: 6104369
12760 High Bluff Dr, Suite 280, San Diego, CA 92130
90
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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.