AC
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Anthony Cantando

21 Years of Experience

Anthony Cantando is a registered investment advisor at Crosspoint Capital Management, based in Orinda, CA, with 21 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 265 clients with $91M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
265 clients
Average Client Portfolio
$343K average
Assets Under Management
$91.0M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $3.0M1.75%
$3.0M - $5.0M1.50%
$5.0M - $10.0M1.25%
$10M+1.00%

Fees are negotiable and may be discounted on a case-by-case basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

89 Davis Rd, Ste 160, Orinda, CA, 94563

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Anthony is the CEO of Crosspoint Capital Management, LLC, the parent company of Crosspoint Capital Strategies, LLC. He also serves as CEO and COO of Crosspoint Capital Strategies, LLC, providing investment advisory services and is an indirect owner through his ownership in the parent company.

Employment History
Current Registrations
Crosspoint Capital Management
December 2012 - Present · 13 yrs 4 mos
Previous Registrations
Sanctuary Securities LLCBroker
December 2012 - May 2017 · 4 yrs 5 mos
Thinkequity LLC
January 2005 - December 2012 · 7 yrs 11 mos
Thinkequity LLCBroker
January 2005 - December 2012 · 7 yrs 11 mos
Banc of America Investment Services, INC.
December 2004 - January 2005 · 1 mo
Banc of America Investment Services, INC.Broker
October 2004 - January 2005 · 3 mos
Wedbush Morgan Securities INC.Broker
May 2002 - November 2002 · 6 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.