Criticalpoint Partners LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
43
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: 2022). The firm is classified in the dataset as an investment bank. Ownership is recorded as a combination of a domestic entity and an individual. The snapshot flags the firm does not act as a capital allocator, is not identified as an active ESG investor, is not a multi-state adviser, and is not a pension consultant or related adviser. The firm has not provided detailed descriptions of its business activities or advisory services in the submitted data.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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 42
  • Valentina Veglia

    Valentina Veglia

    Business Development AssociateCRD 8135115

  • Kenneth Cunningham

    Kenneth Cunningham

    Business DevelopmentCRD 6848989

  • Bradford Holtmeier

    Bradford Holtmeier

    PartnerCRD 6213163

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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