COUNTERPOINT FUNDS

12760 High Bluff Drive
Suite 280
San Diego, California 92130
Tel: 844-273-8637

About COUNTERPOINT FUNDS

COUNTERPOINT FUNDS, formally registered with the SEC as COUNTERPOINT FUNDS. The firm was established in 09/15/2014. They have over 1 offices throughout the country.

COUNTERPOINT FUNDS is a San Diego, California based Financial Planning firm with nearly $1,725,038,761 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	172379
SEC#	801-80197
Assets Managed by Firm	$1,725,038,761
No. of Clients	5
No. of Advisors	9

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for investment companies
Other (MODEL DELIVERY TO TAMP PLATFORMS)

Firm Client Information

	No. of Clients	AUM
Firm Total	5	$1,725,038,761

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