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).
Total Assets Under Management787MILLION
Total Number of Accounts27ACCOUNTS
Average Account Value$29,153,725
- A percentage of assets under your management
- Performance-based fees
- 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
CA, FL, TX, WA
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.