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Building 2TWO POINT CAPITAL MANAGEMENT, INC.

Map pinPITTSFORD, NY
Phone585-586-1731
NotebookSEC #801-78625
Total AUM
$310.5M
Employees
6
Clients
106

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4 S MAIN STREET
PITTSFORD
NY 14534
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
585-586-1731

ReceiptFinancials

Total AUM
$310.5M
Accounts
217
Discretionary
$310.5M
Accounts
217
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
26
AUM
$14M
HNW Individual Clients
80
AUM
$296.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
FLMTNY

HandshakeAffiliates

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

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