Performance Point
Performance Point (CRD# 151656) is a financial advisory firm headquartered in , . They manage $4,238,444 in 31 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Performance Point
By the Numbers
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Total Assets Under Management4MILLION
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Total Number of Accounts31ACCOUNTS
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Average Account Value$136,724
Compensation Options
- A percentage of assets under your management
- Performance-based 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.
WA
Financial Advisors at Performance Point
No Advisor Found.
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