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Home > Retirement Planners > california > el segundo > RUNNING POINT CAPITAL ADVISORS LLC
RUNNING POINT CAPITAL ADVISORS LLC
101 North Pacific Coast Highway
Suite 305
El Segundo, California 90245
Tel: 424-502-3501
About RUNNING POINT CAPITAL ADVISORS LLC
RUNNING POINT CAPITAL ADVISORS LLC, formally registered with the SEC as RUNNING POINT CAPITAL ADVISORS LLC. The firm was established in 12/12/2019. They have over 1 offices throughout the country.
RUNNING POINT CAPITAL ADVISORS LLC is a El Segundo, California based Financial Planning firm with nearly $509,376,789 assets under management, offering retirement planning & investment advisory services to 612 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 306275 |
| SEC# | 801-117793 |
| Assets Managed by Firm | $509,376,789 |
| No. of Clients | 612 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 612 | $509,376,789 |
| Individuals (other than high net worth individuals) | 26 | $5,878,753 |
| High net worth individuals | 103 | $483,396,587 |
| Pension and profit sharing plans | 1 | $933,734 |
| Corporations or other businesses | 1 | $2,624,531 |
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