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Building 2LANDING POINT FINANCIAL GROUP

Map pinAVON, OH
Phone440-365-9100
NotebookSEC #801-121247
Total AUM
$381.3M
Employees
28
Clients
743

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
36901 AMERICAN WAY
SUITE 7
AVON
OH 44011
United States
Operating Hours
8:30 TO 5:00
Monday - Friday
Phone
440-365-9100
Other Offices
1

ReceiptFinancials

Total AUM
$381.3M
Accounts
1,792
Discretionary
$337.9M
Accounts
1,628
Non-Discretionary
$43.3M
Accounts
164

ContactClients

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Individual Clients
642
AUM
$171M
HNW Individual Clients
100
AUM
$210.1M
Charitable Organization Clients
1
AUM
$122.3K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLKYLAMIMNOHPASCTX

HandshakeAffiliates

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

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