Overview
Assets Under Management: $228 million
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 53
Average Client Assets: $4 million
Frequently Asked Questions
VIEWPOINT CAPITAL MANAGEMENT, 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 #158899), VIEWPOINT CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
VIEWPOINT CAPITAL MANAGEMENT, LLC is headquartered in SEATTLE, WA.
VIEWPOINT CAPITAL MANAGEMENT, LLC serves 53 high-net-worth clients according to their SEC filing dated February 21, 2025. View client details ↓
According to their SEC Form ADV, VIEWPOINT CAPITAL MANAGEMENT, LLC offers portfolio management for individuals. View all service details ↓
VIEWPOINT CAPITAL MANAGEMENT, LLC manages $228 million in client assets according to their SEC filing dated February 21, 2025.
According to their SEC Form ADV, VIEWPOINT CAPITAL MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.42
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 256
Discretionary Accounts: 231
Non-Discretionary Accounts: 25
Regulatory Filings
CRD Number: 158899
Last Filing Date: 2025-02-21 00:00:00
Website: https://viewpointcapitalllc.com