Long Point Wealth Management, LLC
Long Point Wealth Management, LLC (CRD# 313540) is a financial advisory firm headquartered in Wellfleet, MA. They manage $40,333,326 in 127 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Long Point Wealth Management, LLC
By the Numbers
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Total Assets Under Management40MILLION
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Total Number of Accounts127ACCOUNTS
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Average Account Value$317,585
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, NJ
Financial Advisors at Long Point Wealth Management, LLC
1
Mark Schiffenhaus (CRD# 4035278) is an Investment Advisor Representative working at Long Point Wealth Management, LLC in Wellfleet, MA and has over 18 years of experience in the finance industry.
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