Vernal Point Advisors, LLC

Vernal Point Advisors, LLC (CRD# 166587) is a financial advisory firm headquartered in San Francisco, CA. They manage $1,594,146,000 in 229 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
235 Pine St, Suite 1225, San Francisco, CA 94104
http://www.vernalpoint.com/
By the Numbers
  • Total Assets Under Management
    1,594
    MILLION
  • Total Number of Accounts
    229
    ACCOUNTS
  • Average Account Value
    $6,961,336
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, KY, PA, TX

Financial Advisors at Vernal Point Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Kevin Goldstein, financial advisor San Francisco CA
Kevin B. Goldstein
CRD#: 2836776
235 Pine St, Suite 1225, San Francisco, CA 94104

Kevin Goldstein (CRD# 2836776) is an Investment Advisor Representative working at Vernal Point Advisors, LLC in San Francisco, CA and has over 5 years of experience in the finance industry.

2
Michael Lewis, financial advisor San Francisco CA
Michael J. Lewis
CRD#: 6524616
235 Pine St, Suite 1225, San Francisco, CA 94104

Michael Lewis (CRD# 6524616) is an Investment Advisor Representative working at Vernal Point Advisors, LLC in San Francisco, CA and has over 8 years of experience in the finance industry.

3
Paul Morelli, financial advisor San Francisco CA
Paul W. Morelli
CRD#: 6150421
235 Pine St, Suite 1225, San Francisco, CA 94104

Paul Morelli (CRD# 6150421) is an Investment Advisor Representative working at Vernal Point Advisors, LLC in San Francisco, CA and has 1 year of experience in the finance industry.

4
John Turcik, financial advisor San Francisco CA
John E. Turcik
CRD#: 6287848
235 Pine St, Suite 1225, San Francisco, CA 94104

John Turcik (CRD# 6287848) is an Investment Advisor Representative working at Vernal Point Advisors, LLC in San Francisco, CA and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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