Assetpoint Financial, LLC
Firm details
- Headquarters
- Arlington, Virginia
- CRD number
- 168796
- Registered since
- April 27, 2015
- Website
- www.intrafi.com
Firm profile
FINTRXOverview
Assetpoint Financial, LLC is an SEC-registered limited liability advisory firm formed in 2015. Filings identify it as a domestic entity with individual ownership but provide little detail about its client segments, product lineup, or day-to-day advisory model. The firm does not characterize itself as a capital allocator, multi-state adviser, pension consultant, or a proponent of ESG-driven investment strategies.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
William Bergin
Chief Compliance OfficerCRD 3056261
Contacts
3 of 17
Howard Barkett
Senior Managing DirectorCRD 1060702
Cricket Barlow
Business Development ManagerCRD 1468592
Carolyn Tobin
ManagerCRD 1841614
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Arlington, VA
Arlington
Location
Arlington, VA
Headquartered in Arlington, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Arlington
- Address
- 1300 17th St N
- Time zone
- ET (UTC-5)
- Office locations
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