Basis Point LLC
Basis Point LLC (CRD# 305327) is a financial advisory firm headquartered in , . They manage $40,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Basis Point LLC
By the Numbers
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Total Assets Under Management0MILLION
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Total Number of Accounts2ACCOUNTS
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Average Account Value$20,000
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WI
Financial Advisors at Basis Point LLC
1
Frank Wolff (CRD# 7164076) is an Investment Advisor Representative working at Basis Point LLC in Lake Geneva, WI and has over 4 years of experience in the finance industry.
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