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TOWERPOINT WEALTH, LLC
500 Capitol Mall
Suite 2060
Sacramento, California 95814
Tel: (916) 405-9140
About TOWERPOINT WEALTH, LLC
TOWERPOINT WEALTH, LLC, formally registered with the SEC as TOWERPOINT WEALTH, LLC. The firm was established in 05/26/2017. They have over 1 offices throughout the country.
TOWERPOINT WEALTH, LLC is a Sacramento, California based Financial Planning firm with nearly $418,956,820 assets under management, offering retirement planning & investment advisory services to 1320 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 288593 |
| SEC# | 801-110596 |
| Assets Managed by Firm | $418,956,820 |
| No. of Clients | 1320 |
| 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
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1320 | $418,956,820 |
| Individuals (other than high net worth individuals) | 312 | $68,850,588 |
| High net worth individuals | 185 | $345,806,858 |
| Pension and profit sharing plans | Fewer than 5 clients | $2,391,336 |
| Corporations or other businesses | 8 | $1,908,038 |
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