Towerpoint Wealth, LLC

Towerpoint Wealth, LLC (CRD# 288593) is a financial advisory firm headquartered in Sacramento, CA. They manage $356,589,557 in 1,253 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    357
    MILLION
  • Total Number of Accounts
    1,253
    ACCOUNTS
  • Average Account Value
    $284,589
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

CA, TX

Financial Advisors at Towerpoint Wealth, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Nathan P. Billigmeier
CRD#: 5750851
500 Capitol Mall, Suite 1060, Sacramento, CA 95814

Nathan Billigmeier (CRD# 5750851) is an Investment Advisor Representative working at Towerpoint Wealth, LLC in Sacramento, CA and has over 10 years of experience in the finance industry.

2
Joseph F. Eschleman
CRD#: 3237843
500 Capitol Mall, Suite 1060, Sacramento, CA 95814

Joseph Eschleman (CRD# 3237843) is an Investment Advisor Representative working at Towerpoint Wealth, LLC in Sacramento, CA and has over 24 years of experience in the finance industry.

3
Jonathan W. Laturner
CRD#: 5103684
500 Capitol Mall, Suite 2350, Sacramento, CA 95814

Jonathan Laturner (CRD# 5103684) is an Investment Advisor Representative working at Towerpoint Wealth, LLC in Sacramento, CA and has over 11 years of experience in the finance industry.

4
Steven M. Pitchford
CRD#: 5687306
500 Capitol Mall, Suite 1060, Sacramento, CA 95814

Steven Pitchford (CRD# 5687306) is an Investment Advisor Representative working at Towerpoint Wealth, LLC in Sacramento, CA and has over 9 years of experience in the finance industry.

5
Megan Miller
CRD#: 7677429
500 Capitol Mall, Suite 1060, Sacramento, CA 95814

Megan Miller (CRD# 7677429) is an Investment Advisor Representative working at Towerpoint Wealth, LLC in Sacramento, CA and has 1 year of experience in the finance industry.

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