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DEW POINT CAPITAL
LOS ANGELES, CA
410-258-2174
SEC #801-122323Total AUM
$513.2M
Employees
2Clients
619Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7080 HOLLYWOOD BLVD.
7TH FLOOR
LOS ANGELES
CA 90028
United States
7TH FLOOR
LOS ANGELES
CA 90028
United States
Operating Hours
7 AM - 5 PM
Monday - Friday
Monday - Friday
Phone
410-258-2174
Other Offices
1
Financials
Total AUM
$513.2M
Accounts
1,036Discretionary
$512M
Accounts
1,032Non-Discretionary
$1.2M
Accounts
4
Clients
Individual Clients
378AUM
$57M
HNW Individual Clients
131AUM
$406.8M
Pension/Profit Sharing Plan Clients
109AUM
$47.9M
Charitable Organization Clients
1AUM
$1.6M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
CAFLMDNYORPATNTXVAWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.