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NINEPOINTTWO CAPITAL LLC
1901 Avenue Of The Stars
Ste 1100
Los Angeles, California 90067
Tel: 323-486-3600
About NINEPOINTTWO CAPITAL LLC
NINEPOINTTWO CAPITAL LLC, formally registered with the SEC as NINEPOINTTWO CAPITAL LLC. The firm was established in 03/11/2021. They have over 1 offices throughout the country.
NINEPOINTTWO CAPITAL LLC is a Los Angeles, California based Financial Planning firm with nearly $167,061,187 assets under management, offering retirement planning & investment advisory services to 22 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 297270 |
| SEC# | 801-120491 |
| Assets Managed by Firm | $167,061,187 |
| No. of Clients | 22 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 22 | $167,061,187 |
| Individuals (other than high net worth individuals) | Fewer than 5 clients | $295,443 |
| High net worth individuals | 8 | $48,188,223 |
| Pension and profit sharing plans | Fewer than 5 clients | $336,233 |
| Corporations or other businesses | Fewer than 5 clients | $51,065 |
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