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Building 2ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC

Map pinPETALUMA, CA
Phone800-395-0045
NotebookSEC #801-76773
Total AUM
$29M
Employees
2
Clients
274

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2090 MARINA AVENUE
PETALUMA
CA 94954
United States
Operating Hours
8:00 A.M.- 5:00 P.M.
Monday - Friday
Phone
800-395-0045

ReceiptFinancials

Total AUM
$29M
Accounts
321
Discretionary
$0
Accounts
0
Non-Discretionary
$29M
Accounts
321

ContactClients

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Individual Clients
273
AUM
$21.1M
Pension/Profit Sharing Plan Clients
1
AUM
$7.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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