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Building 2TOWERPOINT WEALTH, LLC

Map pinSACRAMENTO, CA
Phone(916) 405-9140
NotebookSEC #801-110596
Total AUM
$561.3M
Employees
9
Clients
570

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 CAPITOL MALL
SUITE 2060
SACRAMENTO
CA 95814
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(916) 405-9140

ReceiptFinancials

Total AUM
$561.3M
Accounts
1,475
Discretionary
$559.9M
Accounts
1,474
Non-Discretionary
$1.3M
Accounts
1

ContactClients

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Individual Clients
400
AUM
$123.3M
HNW Individual Clients
161
AUM
$434.1M
Corporation or Business Clients
9
AUM
$3.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AZCACONVORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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