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Building 2CRESTPOINT CAPITAL MANAGEMENT, LLC

Map pin
Phone573-693-1506
NotebookSEC #801-78404
Total AUM
$66.4M
Employees
1
Clients
17

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 - 4:30
Monday - Friday
Phone
573-693-1506

ReceiptFinancials

Total AUM
$66.4M
Accounts
17
Discretionary
$66.4M
Accounts
17
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
11
AUM
$22.9M
HNW Individual Clients
6
AUM
$43.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MO

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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