Falcon Point Capital, LLC

Falcon Point Capital, LLC (CRD# 122459) is a financial advisory firm headquartered in San Francisco, CA. They manage $787,150,582 in 27 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    787
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $29,153,725
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, TX, WA

Financial Advisors at Falcon Point Capital, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James A. Bitzer
CRD#: 4595351
2 Embarcadero Center, Suite #420, San Francisco, CA 94111
90
Wealthminder
score

James Bitzer (CRD# 4595351) is an Investment Advisor Representative working at Falcon Point Capital, LLC in San Francisco, CA and has 1 year of experience in the finance industry.

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