Falcon Point Capital, LLC
Falcon Point Capital, LLC (CRD# 122459) is a financial advisory firm headquartered in San Francisco, CA. They manage $1,052,625,151 in 25 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management1,053MILLION
Total Number of Accounts25ACCOUNTS
Average Account Value$42,105,006
- 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.