Focus Point Capital LLC
Focus Point Capital LLC (CRD# 155819) is a financial advisory firm headquartered in , . They manage $69,702,316 in 67 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Focus Point Capital LLC
By the Numbers
-
Total Assets Under Management70MILLION
-
Total Number of Accounts67ACCOUNTS
-
Average Account Value$1,040,333
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, NY, TX
Financial Advisors at Focus Point Capital LLC
1
Kevin Campbell (CRD# 4444403) is an Investment Advisor Representative working at Focus Point Capital LLC in Dacono, CO and has over 19 years of experience in the finance industry.
2
Caleb Sevian (CRD# 4600600) is an Investment Advisor Representative working at Focus Point Capital LLC in Boulder, CO and has over 21 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.