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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-16-2017
- Office Locations
- 1
Office Locations
About Crosspoint Financial, LLC
Crosspoint Financial, LLC is a Tustin, CA–based registered investment adviser providing comprehensive financial planning and ongoing investment management. The firm builds customized, non-proprietary portfolios around client goals and helps clients plan for unexpected risks that can disrupt long-term outcomes. Fidelity/NFS is a key service provider for custody/clearing, and the firm uses a Nitrogen (Riskalyze) risk assessment experience to align portfolios with investor risk tolerance.
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Owner & Executives
TU ANH TRAN
Chief Compliance Officer, Managing Member, President, Principal
- CRD
- #2941092
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $157,077,817 | $557,014 |
| Non-Discretionary | $0 | -- |
| Total | $157,077,817 | $557,014 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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