Full text of ASSETPOINT FINANCIAL, LLC's X-17A-5 filed 2025-03-31 (period 2024-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ **UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549** OMB APPROVAL OMB Number: ϯϮϯϱͲϬϭϮϯ Expires: EŽǀ͘ϯϬ͕ϮϬϮϲ Estimated average burden hours per response: # **ANNUAL REPORTS FORM X-17A-5 PART III** SEC FILE NUMBER 8-69332 | | FACING PAGE | | | | |-----------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|---------------------|-----------------|---------------------------------------| | Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934<br>1/1/2024<br>12/31/2024 | | | | | | FILING FOR THE PERIOD BEGINNING _____________________ AND ENDING ______________________<br>MM/DD/YY | | MM/DD/YY | | | | | A. REGISTRANT IDENTIFICATION | | | | | Assetpoint<br>NAME OF FIRM: _______________________________________________________________________ | Financial,<br>LLC | | | | | TYPE OF REGISTRANT (check all applicable boxes):<br>܆<br>܆<br>Broker-dealer<br>■<br>܆ Check here if respondent is also an OTC derivatives dealer | ܆<br>Security-based swap dealer | | | Major security-based swap participant | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | | | | | | 1300<br>North<br>17th<br>Street,<br>_____________________________________________________________________________________ | Suite<br>1800 | | | | | | (No. and Street) | | | | | Arlington<br>_____________________________________________________________________________________ | Va | | 22209 | | | (City) | (State) | | (Zip Code) | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | William<br>T.<br>Bergin<br>_____________________________________________________________________________________ | 703-292-3489 | bbergin@intrafi.com | | | | (Name) | (Area Code – Telephone Number) | | (Email Address) | | | B. ACCOUNTANT IDENTIFICATION | | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing* | | | | | | KPMG<br>LLP | | | | | | _____________________________________________________________________________________<br>(Name – if individual, state last, first, and middle name) | | | | | | 8350<br>Broad<br>Street<br>_______________________________________________________________…Read the full text as markdown