Sunpointe Investments
Sunpointe Investments (CRD# 282505) is a financial advisory firm headquartered in Saint Louis, MO. They manage $369,064,923 in 568 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management369MILLION
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Total Number of Accounts568ACCOUNTS
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Average Account Value$649,762
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CT, FL, MA, ME, MI, MO, NH, PA, TX
John Dwyer (CRD# 3255772) is an Investment Advisor Representative working at Sunpointe Investments in Clayton, MO and has over 17 years of experience in the finance industry.
Lisa Green (CRD# 2373295) is an Investment Advisor Representative working at Sunpointe Investments in Bryn Mawr, PA and has over 30 years of experience in the finance industry.
Douglas Nelson (CRD# 4280481) is an Investment Advisor Representative working at Sunpointe Investments in Saint Louis, MO and has over 23 years of experience in the finance industry.
Michael Pompian (CRD# 1827742) is an Investment Advisor Representative working at Sunpointe Investments in Saint Louis, MO and has over 35 years of experience in the finance industry.
Matthew Zeigler (CRD# 5488370) is an Investment Advisor Representative working at Sunpointe Investments in Saint Louis, MO and has over 15 years of experience in the finance industry.
Lee Boudouris (CRD# 5997782) is an Investment Advisor Representative working at Sunpointe Investments in Saint Louis, MO and has over 3 years of experience in the finance industry.
Angela Pompian (CRD# 6925673) is an Investment Advisor Representative working at Sunpointe Investments in Saint Louis, MO and has over 4 years of experience in the finance industry.
Benjamin Tuscai (CRD# 6546800) is an Investment Advisor Representative working at Sunpointe Investments in Saint Louis, MO and has over 8 years of experience in the finance industry.