Onpointe Advisory And Financial Services, LLC
Onpointe Advisory And Financial Services, LLC (CRD# 162143) is a financial advisory firm headquartered in Petaluma, CA. They manage $12,758,566 in 5 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Onpointe Advisory And Financial Services, LLC
By the Numbers
-
Total Assets Under Management13MILLION
-
Total Number of Accounts5ACCOUNTS
-
Average Account Value$2,551,713
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Onpointe Advisory And Financial Services, LLC
No Advisor Found.
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