Crosspoint Capital Management

Crosspoint Capital Management (CRD# 150212) is a financial advisory firm headquartered in Orinda, CA. They manage $83,000,000 in 334 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
89 Davis Rd, Ste 160, Orinda, CA 94563
https://www.facebook.com/crosspointcm
By the Numbers
  • Total Assets Under Management
    83
    MILLION
  • Total Number of Accounts
    334
    ACCOUNTS
  • Average Account Value
    $248,503
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Crosspoint Capital Management
Showing 1 - 2 of 2 top financial advisors.
1
Anthony Cantando, financial advisor Orinda CA
Anthony S. Cantando
CRD#: 4505120
89 Davis Rd, Ste 160, Orinda, CA 94563

Anthony Cantando (CRD# 4505120) is an Investment Advisor Representative working at Crosspoint Capital Management in Orinda, CA and has over 19 years of experience in the finance industry.

2
Andrew Lancaster, financial advisor Orinda CA
Andrew Lancaster
CRD#: 6677717
89 Davis Rd, Ste 160, Orinda, CA 94563

Andrew Lancaster (CRD# 6677717) is an Investment Advisor Representative working at Crosspoint Capital Management in Orinda, CA and has over 5 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals