Three Points Financial, Inc.

Three Points Financial, Inc. (CRD# 132897) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $119,187,967 in 258 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
15455 Gleneagle Drive, Ste 205, Colorado Springs, CO 80921
https://www.facebook.com/threepointsfinancial/
By the Numbers
  • Total Assets Under Management
    119
    MILLION
  • Total Number of Accounts
    258
    ACCOUNTS
  • Average Account Value
    $461,969
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Three Points Financial, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Mary Alpers, financial advisor Colorado Springs CO
Mary R. Alpers
CRD#: 4777789
15455 Gleneagle Drive Ste 205, Colorado Springs, CO 80921

Mary Alpers (CRD# 4777789) is an Investment Advisor Representative working at Three Points Financial, Inc. in Colorado Springs, CO and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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