Sunpointe Investments (CRD# 282505) is a financial advisory firm headquartered in Saint Louis, MO. They manage $45,061,629 in 31 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management45MILLION
Total Number of Accounts31ACCOUNTS
Average Account Value$1,453,601
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
MO, PA, TX
John Dwyer (CRD# 3255772) is an Investment Advisor Representative working at Sunpointe Investments in Clayton, MO and has over 11 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 30 years of experience in the finance industry. Michael Pompian 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 put clients' interests first and comply with the Financial Planning Practice Standards.