Crosspoint Financial, LLC

Crosspoint Financial, LLC (CRD# 286443) is a financial advisory firm headquartered in Tustin, CA. They manage $123,798,777 in 436 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
17822 East 17th Street, Suite 310, Tustin, CA 92780
http://www.crosspointfp.com
By the Numbers
  • Total Assets Under Management
    124
    MILLION
  • Total Number of Accounts
    436
    ACCOUNTS
  • Average Account Value
    $283,942
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Crosspoint Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Tu Tran, financial advisor Tustin CA
Tu A. Tran
CRD#: 2941092
17822 East 17th Street, Suite 310, Tustin, CA 92780

Tu Tran (CRD# 2941092) is an Investment Advisor Representative working at Crosspoint Financial, LLC in Tustin, CA and has over 26 years 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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