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Building 2CAPITAL POINT FINANCIAL GROUP, LTD.

Map pinGLENVIEW, IL
Phone847-635-8435
NotebookSEC #801-113136
Total AUM
$312.6M
Employees
13
Clients
932

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4350 DI PAOLO CENTER - SUITE B
GLENVIEW
IL 60025
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
847-635-8435
Other Offices
2

ReceiptFinancials

Total AUM
$312.6M
Accounts
1,604
Discretionary
$0
Accounts
0
Non-Discretionary
$312.6M
Accounts
1,604

ContactClients

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Individual Clients
633
AUM
$96.1M
HNW Individual Clients
295
AUM
$212.8M
Pension/Profit Sharing Plan Clients
2
AUM
$3.5M
Charitable Organization Clients
2
AUM
$271.3K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILMIMNMONCNETNTXWI

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

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