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TOWERPOINT WEALTH, LLC
500 Capitol Mall
Suite 1060
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 $356,589,557 assets under management, offering retirement planning & investment advisory services to 1253 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 | $356,589,557 |
| No. of Clients | 1253 |
| No. of Advisors | 8 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1253 | $356,589,557 |
| Individuals (other than high net worth individuals) | 284 | $56,733,663 |
| High net worth individuals | 152 | $292,438,721 |
| Pension and profit sharing plans | 9 | $6,689,076 |
| Corporations or other businesses | Fewer than 5 clients | $728,097 |
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