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Andrew Lancaster

Crosspoint Capital Management

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About Andrew Lancaster

Andrew Lancaster is an investment advisor representative with Crosspoint Capital Management, based in Orinda, CA. Andrew has been a registered Investment Advisor Representative since 2018 and has held previous positions at Goldman Sachs and Sanctuary Wealth Advisors, LLC. Andrew specializes in providing financial planning, portfolio management for businesses and individuals. Andrew has a Series 65 license and has taken the Uniform Investment Adviser Law Examination.

Firm Information

Andrew Lancaster is currently registered with Crosspoint Capital Management. 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.

$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.

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Andrew Lancaster’s Registration & Firm History

CA

01/01/2025 - Present

Crosspoint Capital Management (ORINDA CA)

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Licenses & Designations

IA

Issued 06/15/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Lancaster.
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