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POINTOAK ADVISORS
BETHESDA, MD
301-358-2697
SEC #801-70000Total AUM
$57.1M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7201 WISCONSIN AVENUE
SUITE 630
BETHESDA
MD 20814
United States
SUITE 630
BETHESDA
MD 20814
United States
Operating Hours
9-5
Monday - Friday
Monday - Friday
Phone
301-358-2697
Financials
Total AUM
$57.1M
Accounts
23Discretionary
$0
Accounts
0Non-Discretionary
$57.1M
Accounts
23
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
DCVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.