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FIRM PROFILE
Overview
ASSETPOINT FINANCIAL, LLC is located at 1300 North 17th Street Suite 1800, Arlington, VA 22209-3810 and was first established at Philadelphia, Delaware in 07/16/2013. After operating for 12 years, ASSETPOINT FINANCIAL, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of ASSETPOINT FINANCIAL, LLC’s clients are individuals and 0% of their clients are high net worth individuals. ASSETPOINT FINANCIAL, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at ASSETPOINT FINANCIAL, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access ASSETPOINT FINANCIAL, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at ASSETPOINT FINANCIAL, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for ASSETPOINT FINANCIAL, LLC Comes From
Understanding the Statistics for ASSETPOINT FINANCIAL, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
1300 North 17th Street Suite 1800, Arlington, VA 22209-3810
1300 North 17th Street Suite 1800, Arlington, VA 22209-3810
Small
(703) 292-3400
Delaware since 07/16/2013
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| INTRAFI LLC (F/K/A INTRAFI NETWORK LLC) | MEMBER | ||
| BERGIN, WILLIAM THOMAS | CHIEF COMPLIANCE OFFICER, AML COMPLIANCE OFFICER & EXECUTIVE REPRESENTATIVE | 3056261 | |
| KINNER, STEPHEN JOHN | CHIEF EXECUTIVE OFFICER | 2542667 | |
| PARISE, JANICE DRU | FINOP, PRINCIPAL FINANCIAL OFFICER AND PRINCIPAL OPERATIONS OFFICER | 2338583 |
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Advisor's working at ASSETPOINT FINANCIAL, LLC
Carolyn Gillespie Tobin
Janice Dru Parise
Matthew Vaughn Peterson
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