Overview
Assets Under Management: $273 million
Headquarters: PITTSFORD, NY
High-Net-Worth Clients: 74
Average Client Assets: $4 million
Frequently Asked Questions
TWO POINT CAPITAL 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 #131816), TWO POINT CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
TWO POINT CAPITAL MANAGEMENT, INC. is headquartered in PITTSFORD, NY.
TWO POINT CAPITAL MANAGEMENT, INC. serves 74 high-net-worth clients according to their SEC filing dated March 01, 2024. View client details ↓
According to their SEC Form ADV, TWO POINT CAPITAL MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
TWO POINT CAPITAL MANAGEMENT, INC. manages $273 million in client assets according to their SEC filing dated March 01, 2024.
According to their SEC Form ADV, TWO POINT CAPITAL MANAGEMENT, INC. 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
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.00
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 199
Discretionary Accounts: 199
Regulatory Filings
CRD Number: 131816
Last Filing Date: 2024-03-01 00:00:00
Website: https://twopointcapital.com