0001647387-18-000001.txt : 20180215 0001647387-18-000001.hdr.sgml : 20180215 20180215205515 ACCESSION NUMBER: 0001647387-18-000001 CONFORMED SUBMISSION TYPE: MA-A PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180123 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Hedge Point Financial, LLC CENTRAL INDEX KEY: 0001647387 IRS NUMBER: 474416955 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-A SEC ACT: 1934 Act SEC FILE NUMBER: 867-01843 FILM NUMBER: 18619498 BUSINESS ADDRESS: STREET 1: 684 ROCK OAK ROAD CITY: WALNUT CREEK STATE: CA ZIP: 94598 BUSINESS PHONE: 925-391-8100 MAIL ADDRESS: STREET 1: 2977 YGNACIO VALLEY ROAD STREET 2: SUITE 444 CITY: WALNUT CREEK STATE: CA ZIP: 94598 MA-A 1 primary_doc.xml MA-A 0001647387 XXXXXXXX Maria Kaufman 973-618-9500 mkaufman@alternativereg.com mkaufman@alternativereg.com jmomich@hedgepointfinancial.com 12-31-2017 N Hedge Point Financial, LLC 47-4416955 867-01843 925-391-8100 925-391-8101 Add 2855 Mitchell Drive Suite 102 WALNUT CREEK CA 94598 925-391-8100 925-391-8101 Y 2977 Ygnacio Valley Road Suite 444 WALNUT CREEK CA 94598 Joseph NMN Momich

2855 Mitchell Drive Suite 102 WALNUT CREEK CA 94598

925-391-8100 925-391-8101 jmomich@hedgepointfinancial.com Add Hedge Point Financial, LLC 2855 Mitchell Drive Suite 102 WALNUT CREEK CA 94598 925-391-8100 925-391-8101 Client files, including other books and records. The Principal office address indicated in item 1 E is the address of the Limited Liability Company. December CA 07-01-2015 N 1 1 0 0 0 4 Non-profit organizations Corporations or other businesses 0 0 0 Not Applicable Fixed Fees Contingent Fees Not Applicable Advice Use Of MD Advice On Selection Y Y Non-Municipal Debt and Derivative Advisory. N 0 N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N Y N Joseph NMN Momich Principal and President 07-01-2015 E Y Joseph NMN Momich CCO 07-08-2015 E Y Add Joseph NMN Momich Principal and President 07-01-2015 E Y Add Joseph NMN Momich CCO 07-08-2015 E Y Joseph Momich Joseph Momich Principal and President 01-23-2018 N N N N N N N Y Y N Y N N N N N N N N N