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DEW POINT CAPITAL
7080 Hollywood Blvd.
7th Floor
Los Angeles, California 90028
Tel: 410-258-2174
About DEW POINT CAPITAL
DEW POINT CAPITAL, formally registered with the SEC as DEW POINT CAPITAL. The firm was established in 09/16/2021. They have over 2 offices throughout the country.
DEW POINT CAPITAL is a Los Angeles, California based Financial Planning firm with nearly $161,509,000 assets under management, offering retirement planning & investment advisory services to 654 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 305010 |
| SEC# | 801-122323 |
| Assets Managed by Firm | $161,509,000 |
| No. of Clients | 654 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 654 | $161,509,000 |
| Individuals (other than high net worth individuals) | 209 | $39,449,000 |
| High net worth individuals | 91 | $93,423,000 |
| Pension and profit sharing plans | 83 | $26,890,000 |
| Charitable organizations | Fewer than 5 clients | $1,300,000 |
| Corporations or other businesses | Fewer than 5 clients | $447,000 |
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