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 organized as a limited liability company and is owned by domestic interests. Public records classify the firm as unclassified and provide minimal detail about its advisory or business activities. The available data does not describe a client segment, fee model, or the types of advisory services the firm offers. It is not identified as a multi-state adviser, a related adviser, a pension consultant, or a newly formed adviser.
Investments & Alternatives
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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