0001647387-24-000001.txt : 20240328 0001647387-24-000001.hdr.sgml : 20240328 20240328143704 ACCESSION NUMBER: 0001647387-24-000001 CONFORMED SUBMISSION TYPE: MA-A PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240305 DATE AS OF CHANGE: 20240328 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Hedge Point Financial, LLC CENTRAL INDEX KEY: 0001647387 ORGANIZATION NAME: 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: 24797836 BUSINESS ADDRESS: STREET 1: 684 ROCK OAK ROAD CITY: WALNUT CREEK STATE: CA ZIP: 94598 BUSINESS PHONE: 925-391-8100 MAIL ADDRESS: STREET 1: 2872 YGNACIO VALLEY ROAD STREET 2: SUITE 444 CITY: WALNUT CREEK STATE: CA ZIP: 94598 MA-A 1 primary_doc.xml MA-A 0001647387 XXXXXXXX Joseph Momich 9253918100 jmomich@hedgepointfinancial.com ggreen@alternativereg.com jmomich@hedgepointfinancial.com 12-31-2023 Y Hedge Point Financial, LLC 47-4416955 867-01843 925-391-8100 925-391-8101 Y 2872 Ygnacio Valley Road Suite 444 WALNUT CREEK CA 94598 Joseph NMN Momich 925-391-8100 jmomich@hedgepointfinancial.com December CA 07-01-2015 N 1 1 0 0 0 1 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 000000000 Joseph NMN Momich CCO 07-08-2015 E Y 000000000 Joseph NMN Momich Principal and President 07-01-2015 E Y 000000000 Joseph NMN Momich CCO 07-08-2015 E Y 000000000 Joseph Momich Joseph Momich President 03-05-2024 N N N N N N N N Y N N N N N N N N N N N N