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).

By the Numbers
  • Total Assets Under Management
    369
    MILLION
  • Total Number of Accounts
    568
    ACCOUNTS
  • Average Account Value
    $649,762
Compensation Options
  • A percentage of assets under your management
  • 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
The map below shows states where this firm has explicit registration only.

CT, FL, MA, ME, MI, MO, NH, PA, TX

Financial Advisors at Sunpointe Investments
Showing 1 - 8 of 8 top financial advisors.
1
John P. Dwyer
CRD#: 3255772
165 North Meramec Ave, Clayton, MO 63105

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.

2
Lisa S. Green
CRD#: 2373295
Bryn Mawr, PA

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.

3
Douglas A. Nelson
CRD#: 4280481
8301 Maryland Avenue, Suite 300, Saint Louis, MO 63105

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.

4
Michael M. Pompian
CRD#: 1827742
8301 Maryland Avenue, Suite 300, Saint Louis, MO 63105

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.

5
Matthew J. Zeigler
CRD#: 5488370
8301 Maryland Avenue, Suite 300, Saint Louis, MO 63105

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.

6
Lee M. Boudouris
CRD#: 5997782
8301 Maryland Avenue, Suite 300, Saint Louis, MO 63105

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.

7
Angela D. Pompian
CRD#: 6925673
8301 Maryland Avenue, Suite 300, Saint Louis, MO 63105

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.

8
Benjamin D. Tuscai
CRD#: 6546800
8301 Maryland Avenue, Suite 300, Saint Louis, MO 63105

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.

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