Capital Point Financial Group, Ltd.
Capital Point Financial Group, Ltd. (CRD# 171867) is a financial advisory firm headquartered in Glenview, IL. They manage $77,100,000 in 499 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management77MILLION
Total Number of Accounts499ACCOUNTS
Average Account Value$154,509
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, FL, IL, TX, WI
Matthew Fountain (CRD# 3004010) is an Investment Advisor Representative working at Capital Point Financial Group, Ltd. in Glenview, IL and has over 19 years of experience in the finance industry. Matthew Fountain has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gary Stanton (CRD# 6518076) is an Investment Advisor Representative working at Capital Point Financial Group, Ltd. in Glenview, IL and has 1 year of experience in the finance industry.