Criticalpoint Partners LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
45
Avg account
$0

Firm details

Headquarters
El Segundo, California
CRD number
317345
Registered since
October 3, 2022

Firm profile

FINTRX

Overview

Criticalpoint Partners LLC is organized as a limited liability company and is registered with the SEC (registration year listed as 2022). The firm is classified in the dataset as an investment bank and is owned by a combination of a domestic entity and an individual. Public disclosures around its business lines, advisory services, and client focus are minimal in the source records. The profile data flags several negative attributes explicitly: the firm is not designated as a capital allocator, is not an active ESG investor, does not operate as a multi-state adviser, and is not identified as a pension consultant or a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • William Young

    William Young

    Founder and CEOCRD 4205625

Contacts

3 of 44
  • Valentina Veglia

    Valentina Veglia

    Business Development AssociateCRD 8135115

  • Kenneth Cunningham

    Kenneth Cunningham

    Business DevelopmentCRD 6848989

  • Bradford Holtmeier

    Bradford Holtmeier

    PartnerCRD 6213163

Unlock 41 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

El Segundo, CA

Los Angeles

Location

El Segundo, CA

Headquartered in El Segundo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
2101 Rosecrans Ave
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth