Overview
Assets Under Management: $839 million
Headquarters: BLOOMINGTON, MN
High-Net-Worth Clients: 83
Average Client Assets: $10 million
Frequently Asked Questions
BEARING POINT CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #332023), BEARING POINT CAPITAL, LLC is subject to fiduciary duty under federal law.
BEARING POINT CAPITAL, LLC is headquartered in BLOOMINGTON, MN.
BEARING POINT CAPITAL, LLC serves 83 high-net-worth clients according to their SEC filing dated November 29, 2024. View client details ↓
According to their SEC Form ADV, BEARING POINT CAPITAL, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
BEARING POINT CAPITAL, LLC manages $839 million in client assets according to their SEC filing dated November 29, 2024.
According to their SEC Form ADV, BEARING POINT CAPITAL, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 83
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.56
Average High-Net-Worth Client Assets: $10 million
Total Client Accounts: 669
Discretionary Accounts: 669
Regulatory Filings
CRD Number: 332023
Last Filing Date: 2024-11-29 00:00:00
Website: https://dinsmorecomplianceservices.com