Counterpoint Asset Management LLC

Counterpoint Asset Management LLC (CRD# 164291) is a financial advisory firm headquartered in San Diego, CA. They manage $71,887,226 in 330 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
12760 High Bluff Dr, Suite 280, San Diego, CA 92130
https://www.linkedin.com/company/counterpoint-asset-management-llc/
By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    330
    ACCOUNTS
  • Average Account Value
    $217,840
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
The map below shows states where this firm has explicit registration only.

AZ, CA

Financial Advisors at Counterpoint Asset Management LLC
Showing 1 - 8 of 8 top financial advisors.
1
Joseph Engelberg, financial advisor San Diego CA
Joseph E. Engelberg
CRD#: 6104369
12760 High Bluff Dr, Suite 280, San Diego, CA 92130

Joseph Engelberg (CRD# 6104369) is an Investment Advisor Representative working at Counterpoint Asset Management LLC in San Diego, CA and has over 11 years of experience in the finance industry.

2
Daniel Krause, financial advisor Calabasas CA
Daniel W. Krause
CRD#: 2158274
832 Wonder View Dr., Calabasas, CA 91302

Daniel Krause (CRD# 2158274) is an Investment Advisor Representative working at Counterpoint Asset Management LLC in Calabasas, CA and has over 32 years of experience in the finance industry.

3
Michael Krause, financial advisor San Diego CA
Michael B. Krause
CRD#: 6070514
12760 High Bluff Dr, Suite 280, San Diego, CA 92130

Michael Krause (CRD# 6070514) is an Investment Advisor Representative working at Counterpoint Asset Management LLC in San Diego, CA and has over 11 years of experience in the finance industry.

4
Michael McGrath, financial advisor Walpole MA
Michael McGrath
CRD#: 6190185
Walpole, MA

Michael McGrath (CRD# 6190185) is an Investment Advisor Representative working at Counterpoint Asset Management LLC in Walpole, MA and has over 8 years of experience in the finance industry.

5
Matthew Parkhurst, financial advisor Houston TX
Matthew E. Parkhurst
CRD#: 5692691
Houston, TX

Matthew Parkhurst (CRD# 5692691) is an Investment Advisor Representative working at Counterpoint Asset Management LLC in Houston, TX and has over 13 years of experience in the finance industry.

6
Jennifer To, financial advisor San Diego CA
Jennifer S. To
CRD#: 5969361
12760 High Bluff Drive #280, San Diego, CA 92130

Jennifer To (CRD# 5969361) is an Investment Advisor Representative working at Counterpoint Asset Management LLC in San Diego, CA and has over 7 years of experience in the finance industry.

7
Lance Wordelmann, financial advisor Boynton Beach FL
Lance Wordelmann
CRD#: 4060182
Boynton Beach, FL

Lance Wordelmann (CRD# 4060182) is an Investment Advisor Representative working at Counterpoint Asset Management LLC in Boynton Beach, FL and has over 23 years of experience in the finance industry.

8
Michael Taylor, financial advisor San Diego CA
Michael B. Taylor
CRD#: 7812274
12760 High Bluff Dr, Suite 280, San Diego, CA 92130

Michael Taylor (CRD# 7812274) 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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