Fort Point Capital Partners LLC
Fort Point Capital Partners LLC (CRD# 146759) is a financial advisory firm headquartered in San Francisco, CA. They manage $1,491,236,164 in 1,150 accounts and serve the financial needs of clients across 36 states (or territories).
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Total Assets Under Management1,491MILLION
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Total Number of Accounts1,150ACCOUNTS
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Average Account Value$1,296,727
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OK, OR, SC, TN, TX, UT, VA, WA, WI, WY
Paul Touchstone (CRD# 4640001) is an Investment Advisor Representative working at Fort Point Capital Partners LLC in San Francisco, CA and has over 20 years of experience in the finance industry.
Roy Haya (CRD# 2683621) is an Investment Advisor Representative working at Fort Point Capital Partners LLC in San Francisco, CA and has over 18 years of experience in the finance industry.
John McDevitt (CRD# 4134048) is an Investment Advisor Representative working at Fort Point Capital Partners LLC in San Francisco, CA and has over 23 years of experience in the finance industry.
Eric Miller (CRD# 2652243) is an Investment Advisor Representative working at Fort Point Capital Partners LLC in Saratoga Springs, NY and has over 28 years of experience in the finance industry.