Overview
Assets Under Management: $332 million
Headquarters: SUMMIT, NJ
High-Net-Worth Clients: 94
Average Client Assets: $3.1 million
Frequently Asked Questions
POINT VIEW WEALTH MANAGEMENT, INC. 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 #106119), POINT VIEW WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
POINT VIEW WEALTH MANAGEMENT, INC. is headquartered in SUMMIT, NJ.
POINT VIEW WEALTH MANAGEMENT, INC. serves 94 high-net-worth clients according to their SEC filing dated February 08, 2018. View client details ↓
According to their SEC Form ADV, POINT VIEW WEALTH MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
POINT VIEW WEALTH MANAGEMENT, INC. manages $332 million in client assets according to their SEC filing dated February 08, 2018.
According to their SEC Form ADV, POINT VIEW WEALTH MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 94
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.61%
Average Client Assets: $3.1 million
Total Client Accounts: 668
Discretionary Accounts: 668
Regulatory Filings
CRD Number: 106119
Filing ID: 1168596
Last Filing Date: 2018-02-08 11:19:00