Be advised. This firm is no longer registered.

Capital Point Financial Group, Ltd.

Capital Point Financial Group, Ltd. (CRD# 171867) is a financial advisory firm headquartered in Glenview, IL. They manage $312,603,701 in 1,604 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
4350 Di Paolo Center - Suite B, Glenview, IL 60025
http://www.capitalpointfinancial.com
By the Numbers
  • Total Assets Under Management
    313
    MILLION
  • Total Number of Accounts
    1,604
    ACCOUNTS
  • Average Account Value
    $194,890
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, MI, MN, MO, NC, NE, TN, TX, WI

Financial Advisors at Capital Point Financial Group, Ltd.
No Advisor Found.

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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