Overview
Assets Under Management: $126 million
Headquarters: GLENVIEW, IL
High-Net-Worth Clients: 36
Average Client Assets: $1.6 million
Frequently Asked Questions
CAPITAL POINT FINANCIAL GROUP, LTD. 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 #171867), CAPITAL POINT FINANCIAL GROUP, LTD. is subject to fiduciary duty under federal law.
CAPITAL POINT FINANCIAL GROUP, LTD. is headquartered in GLENVIEW, IL.
CAPITAL POINT FINANCIAL GROUP, LTD. serves 36 high-net-worth clients according to their SEC filing dated April 03, 2018. View client details ↓
According to their SEC Form ADV, CAPITAL POINT FINANCIAL GROUP, LTD. offers financial planning and portfolio management for individuals. View all service details ↓
CAPITAL POINT FINANCIAL GROUP, LTD. manages $126 million in client assets according to their SEC filing dated April 03, 2018.
According to their SEC Form ADV, CAPITAL POINT FINANCIAL GROUP, LTD. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.55%
Average Client Assets: $1.6 million
Total Client Accounts: 1,200
Non-Discretionary Accounts: 1,200
Regulatory Filings
CRD Number: 171867
Filing ID: 1198240
Last Filing Date: 2018-04-03 12:40:00