Pointe Capital Management LLC

Pointe Capital Management LLC (CRD# 152520) is a financial advisory firm headquartered in Grosse Pointe Farms, MI. They manage $209,711,332 in 357 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    210
    MILLION
  • Total Number of Accounts
    357
    ACCOUNTS
  • Average Account Value
    $587,427
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, MI, NY, TX

Financial Advisors at Pointe Capital Management LLC
Showing 1 - 8 of 8 top financial advisors.
1
Jessica M. Willis
CRD#: 5744829
63 Kercheval, Grosse Pointe Farms, MI 48236
103
Wealthminder
score

Jessica Willis (CRD# 5744829) is an Investment Advisor Representative working at Pointe Capital Management LLC in Huntington Woods and Grosse Pointe Farms, MI and has over 15 years of experience in the finance industry. Jessica Willis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards. Jessica is also a Certified Private Wealth Advisor® (CPWA®). The Certified Private Wealth Advisor® (CPWA®) certification program is an advanced credential created specifically for wealth managers who work with ultra high net worth clients, focusing on life cycle of wealth: accumulation, preservation, and distribution. Candidates who earn the certification learn to identify and analyze challenges high-net-worth individuals face, and understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.

2
Paul J. Huebner
CRD#: 4262776
63 Kercheval Avenue, Suite 222, Grosse Pointe Farms, MI 48236
100
Wealthminder
score
Paul Huebner (CRD# 4262776) is an Investment Advisor Representative working at Pointe Capital Management LLC in Grosse Pointe Farms, MI and has over 11 years of experience in the finance industry.
3
James L. Carroll
CRD#: 1107197
63 Kercheval Avenue, Suite 222, Grosse Pointe Farms, MI 48236
96
Wealthminder
score

James Carroll (CRD# 1107197) is an Investment Advisor Representative working at Pointe Capital Management LLC in Grosse Pointe Farms, MI and has over 34 years of experience in the finance industry.

4
Jeffrey C. Huebner
CRD#: 2894119
63 Kercheval Avenue, Suite 222, Grosse Pointe Farms, MI 48236
96
Wealthminder
score

Jeffrey Huebner (CRD# 2894119) is an Investment Advisor Representative working at Pointe Capital Management LLC in Grosse Pointe Farms, MI and has over 12 years of experience in the finance industry.

5
Elizabeth S. Ottaway
CRD#: 1323760
63 Kercheval Avenue, Suite 222, Grosse Pointe Farms, MI 48236
93
Wealthminder
score

Elizabeth Ottaway (CRD# 1323760) is an Investment Advisor Representative working at Pointe Capital Management LLC in Grosse Pointe Farms, MI and has over 21 years of experience in the finance industry.

6
Heather S. Williams
CRD#: 2349057
63 Kercheval Avenue, Suite 222, Grosse Pointe Farms, MI 48236
90
Wealthminder
score

Heather Williams (CRD# 2349057) is an Investment Advisor Representative working at Pointe Capital Management LLC in Grosse Pointe Farms, MI and has over 24 years of experience in the finance industry.

7
Kenneth M. Solak
CRD#: 6563591
63 Kercheval Avenue, Suite 222, Grosse Pointe Farms, MI 48236
87
Wealthminder
score

Kenneth Solak (CRD# 6563591) is an Investment Advisor Representative working at Pointe Capital Management LLC in Grosse Pointe Farms, MI and has over 2 years of experience in the finance industry.

8
Charles P. Huebner
CRD#: 804939
63 Kercheval Avenue, Suite 222, Grosse Pointe Farms, MI 48236
83
Wealthminder
score

Charles Huebner (CRD# 804939) is an Investment Advisor Representative working at Pointe Capital Management LLC in Grosse Pointe Farms, MI and has over 34 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.