Overview
Assets Under Management: $119 million
Headquarters: COLORADO SPRINGS, CO
High-Net-Worth Clients: 47
Average Client Assets: $2.4 million
Frequently Asked Questions
THREE POINTS FINANCIAL, 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 #132897), THREE POINTS FINANCIAL, INC. is subject to fiduciary duty under federal law.
THREE POINTS FINANCIAL, INC. is headquartered in COLORADO SPRINGS, CO.
THREE POINTS FINANCIAL, INC. serves 47 high-net-worth clients according to their SEC filing dated March 08, 2024. View client details ↓
According to their SEC Form ADV, THREE POINTS FINANCIAL, INC. offers financial planning and portfolio management for individuals. View all service details ↓
THREE POINTS FINANCIAL, INC. manages $119 million in client assets according to their SEC filing dated March 08, 2024.
According to their SEC Form ADV, THREE POINTS FINANCIAL, 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: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.15%
Average Client Assets: $2.4 million
Total Client Accounts: 258
Non-Discretionary Accounts: 258
Regulatory Filings
CRD Number: 132897
Filing ID: 1838881
Last Filing Date: 2024-03-08 10:07:00