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Crosspoint Capital Management

Headquartered in ORINDA, CA

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Firm Information

Crosspoint Capital Management is an investment advisory firm with approximately $83 million in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, businesses, and other investment advisors. Crosspoint Capital Management serves a diverse clientele including individuals, businesses, and other investment advisors. They specialize in managing portfolios for clients seeking customized investment solutions.

Crosspoint Capital Management

$83.00M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

CROSSPOINT CAPITAL MANAGEMENT has a total of 1 branch locations across the country.
location

ORINDA, CA

Advisors at Crosspoint Capital Management

View All 2 Advisors
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Andrew Lancaster

RA

ORINDA, CA

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Anthony Salvatore Cantando

RA

ORINDA, CA

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Disclosures

There are no public disclosures for Crosspoint Capital Management.

Frequently Asked Questions (5)

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